During our Permian Basin trip this month, we had an opportunity to spend the better part of an afternoon with H2O Midstream touring the company’s extensive Howard County water midstream infrastructure. H2O Midstream owns and operates the largest independent fully interconnected produced water disposal and recycling network in the Midland …
Read More »Full Steam Ahead (Without Emissions) For OnCore Processing’s Mobile Mini Mines [Site Visit Report / Pics]
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
Read More »Surging Midland Basin Seismicity Is An Underappreciated Oilfield Trend To Watch
80% of Midland Basin seismic activity recorded in the past three years occurred in the last three quarters. Despite a recent seismic surge, we haven’t heard very much talk about the consequences or mitigation. This matters because… There’s a lot more to this story… Login to see the full update… …
Read More »Don’t Conflate Exxon’s Big Permian Rig Count Chop With Completions [Analyst Day Takeaways]
Within minutes of the transcript of the Exxon analyst day being released, we shared this summary of what’s new in the company’s Permian Basin Drilling & Completion outlook…. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »A Permian Drilling Rig Burned Monday Morning [DEVELOPING]
This is a developing story we are monitoring this morning. Details will be added as available (for now details are limited, but here is what we’ve learned so far)… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Some Mind-Blowing Arithmetic On The Permian Vs. The Other Big Shale Basins
In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update… To read this update …
Read More »In The Nation’s Two Biggest Liquids Plays, It’s A Tale Of Two Cities
In this weekly rig count update, we take a quick look at the rig count evolution of today’s two most important US onshore markets: West Texas and Oklahoma. You may remember the following chart from an update early this year when we wrote about the bifurcated Permian market place…. …
Read More »Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage
Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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 »