Tag Archives: in basin sand

Infill Thinking is pleased to announce that Joseph Triepke, founder of Infill Thinking, has been invited to serve as Master of Ceremonies during this month’s frac sand conference in San Antonio hosted by the Petroleum Connection. In addition to serving as MC, Joseph Triepke will moderate a highly anticipated panel …

The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …

From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …

In this update, we follow up on several recent Infill Thinking stories with what’s new. Follow-up topics include: wellsite storage replacement cycle appearing in the mainstream press. a new mine opens confirming an exclusive report. … … There’s a lot more to this story… Login to see the full update…  …

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If …

In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, …

Even after covering this story daily for more than 1.5 years here at Infill Thinking, this chart is still mind-blowing to us because of both its velocity and its scale. In a New York minute, everything can change. There’s a lot more to this story… Login to see the full …

There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …

You probably saw this press release yesterday from Shale Support announcing in-basin M&A. We spoke by phone today with Co-Founder and CEO Kevin Bowen and got the full scoop. In addition to sand specifics, one of the big takeaways for us was that exploratory drilling and completions could heat up …

In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …