The oilfield industry has many similarities to sports. Both are cyclical. Both have lots of turnover in winning strategies and players. Both have their fair share of larger than life characters and dynastic franchises. And a continual evolution of best practices in both sports and the oilfield is fueled by …
Read More »When Sand & Water Don’t Mix… Texas AG Finds Fault With An Industrial Sand Plant’s Wastewater Handling
Action against an industrial plant has read-through to Texas local frac sand mining… 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 …
Read More »Reptile Conservationists Make Good On Litigation Threat. Will This Finally Get The Ball Rolling Towards DSL Resolution?
With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July… 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 »Frac Sand In Places Not Called West Texas [Guest Post]
What’s interesting is that not all sand dunes are suitable for frac sand, which seems counterintuitive. This is due in part to the age of the formation – the sand hasn’t been in the rock tumbler (environment) long enough to smooth out the rough edges like the older marine formations …
Read More »In Other News… Outback Rumors, Polar Vortex, New Boxes?, WTX Toll Road Idea, +1 Unbundled E&P, B-Train Feedback, Blend & Extend, & More…
Eight quick hits crossed our desk early this week that are too important to ignore but didn’t quite warrant a full post. So here’s eight for the price of one! You’ll find all eight datapoints rounded up in this quick catch-all post below. There’s a lot more to this story… …
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 »Notes From Fort Worth Part Two: Market Intel From Meetings With Industry Leaders
We had a full schedule of meetings with industry leaders during our recent trip to Fort Worth, including a well attended reader meetup. 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 »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 »The Petition To List The Dunes Sagebrush Lizard As Endangered Is Live. So What, And What Next?
After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …
Read More »Infill Thinking Goes To Washington
At Infill Thinking, we are honored by a recent invitation to participate in this week’s Industrial Minerals Association North America Spring 2018 meeting. On Wednesday May 9, Infill Thinking Founder and Principal Research Analyst Joseph Triepke will speak about big picture frac sand market trends as a participant on the …
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