There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about …
Read More »Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]
Data driven context for damp sand. 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, or your membership has expired, please email us to discuss …
Read More »Mapping The Lizard vs. Frac Activity In The Permian – One More Piece Of The DSL Puzzle
We’ve looked a lot at mines vs. lizard in recent research, but what about D&C activity vs. the lizard? 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 …
Read More »Where The Lizard Roams [Maps & New Data Downloads]
Some of the mines in the hot zones have mitigated risk by participating in conservation plans, but in the case of the listing decision becoming effective, it will be important to… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Texas Ice – Permian Frac Crews Lose Days And Eagle Ford Sand Mines Fall Behind
Today we have prepared the following bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest. 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 …
Read More »5 Shale Wildcards That Could Make 2023 Real Interesting
Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
Read More »“No Sand November” Turns Into “Dystopian December” For Eagle Ford Sand
We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 …
Read More »Data Note – Permian Frac Sand Supply Analysis
We have refreshed our Permian frac sand mine data (download link for latest database). Here are a few data takeaways from this update… 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. …
Read More »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight that…. 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. …
Read More »Freeze Fall Out – A Quick Update On Sand Mine Recovery
Today we have prepared the following bullet point summary to update readers on the frac sand situation following last week’s winter weather event in the southwest… 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 …
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