Tag Archives: midcon

We track Xmmtpa of frac sand production capacity online in the MidCon today. We now believe that frac sand demand could sink south of Xmmtpa on an annual run rate as mid-year approaches. Here’s how local plants are reacting… There’s a lot more to this story… Login to see the …

Draconian chatter has been circulating lately in frac sand’s inner circles about leadership changes at Black Mountain Sand recently. On good authority, we believe the rumored drama is overstated. After the company’s board meeting this Thursday, we… There’s a lot more to this story… Login to see the full update…  …

After an open records request, we’ve been able to learn some new insights about the massive MidCon reduction in force happening this week in the oilfield service industry. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

It’s been almost a year since this sand producer filed a quarterly or annual SEC filing. Here’s what we learned that is relevant to the broader proppant market… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

About a month ago, we published an update on a mining permit moratorium in Oklahoma. After a bullet-point recap, we discuss the nuances with an expert, talk about the read-through to other states including New Mexico and Louisiana, and then provide some clarification on a new permit filed by an …

We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …

This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …

Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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, …

We break down the latest renegotiation in the frac sand industry, one of many we believe are either culminating or ongoing as a volatile year winds down. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

While touring the MidCon to gather market intelligence back in September, we picked up on the potential for a frac sand mine to open near Oklahoma City. This morning, we can confirm that intelligence after connecting with the management team behind the project. Get the details in the full report… …