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 …
Read More »New MidCon Frac Sand Conversion Project Pushes The Oklahoma Greenfield Trend In A New Direction
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… …
Read More »In Other News… NWS Trials & Tribulations, Permian Storm Clouds, Vista Is OK, DJ Basin Gap, & The West Texas “Extraction Colony”
In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Ribbon Cutting Is Fast Approaching At The First Northwestern Oklahoma Frac Sand Plant
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 …
Read More »Oklahoma Greenfield Construction Progress Report [MidCon Recon, Photos]
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, …
Read More »MidCon Member Meet-Up Today
After hosting around 40 members in Fort Worth for informal networking and conversation in August, we are looking forward to another great members-only event in Oklahoma City in September. Get the details and RSVP here. There’s a lot more to this story… To read this update and receive our research newsletters, …
Read More »Local Feedback On The Recent Townhall Meeting In Fay Oklahoma [Presentation Slides]
In this update, we share feedback from local sources on the latest townhall meeting hosted by a mining company working on building a new frac sand plant in northwestern Oklahoma. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »After Watching This Video, We Up Our MidCon Capacity Estimates & Reiterate Our “Late Sand” Warning From A Month Ago
While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …
Read More »MidCon Mine Permit Situation Report As Public Awareness Swells Up Around The Frac Sand Rush
We submitted a series of public record requests to Oklahoma mining regulators this week to learn more about pending frac sand mine permit applications in the MidCon. Even before we submitted our questions, we observed a notable development in motion regarding MidCon regulation… There’s a lot more to this story… …
Read More »The SCOOP/STACK Rig Count Just Hit A Record High. Meanwhile, Mid-Con Sand Is Top Of Mind For Our Industry Contacts
In basin sand for the Mid-Con seems to be coming up more frequently in our conversations with industry contacts. Here’s three recent examples followed by analysis of SCOOP/STACK drilling rig activity trends. There’s a lot more to this story… Login to see the full update… To read this update and …
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