Tag Archives: permian basin

In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …

Smart Sand has been on the fence on whether to build a Permian mine since last year. Here are the latest details on their plans as we await the next round of management commentary on the status of their intent to build. There’s a lot more to this story… To …

It’s been a rough news week for Permian frac sand logistics. Incidents like this week’s fatal crash in Odessa remind us that driving is the most dangerous oilfield activity. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …

As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …

It seems odd to make the following statement right after a bullish OPEC meeting that sent WTI surging 5% higher on Friday: We believe that the Permian Basin rig count has very likely… There’s a lot more to this story… To read this update and receive our research newsletters, you must …

One of the biggest challenges relative to Permian sand mine infrastructure, which is critical to the successful development of these facilities, is the availability of a viable supply of water for not only sand production, but potable use as well. A significant amount of effort has gone into finding reliable …

In a slide deck released this morning, Schlumberger provided some interesting comments on frac sand. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

Apline Silica today confirmed two previous Infill Thinking reports via a press release on their new projects. Previously On Infill Thinking: March 28, 2018: By way of an open records request filed back in March, we learned that Alpine Silica had initiated the permitting process on a new frac sand …

The last time a May day was this hot in Pecos, TX was seven years ago. The forecast calls for high temperatures of 108 on Thursday and 109° on Friday in Pecos. Next week, things get worse with temps projected to hit 110°. The average this time of year is …