Tag Archives: permian basin

Over the past 24 months, several driving forces have advanced the upstream industry mindset on water recycling, causing reuse to rise sharply. But there’s still plenty of room to grow, and we take a look at why, where things stand now, and what’s next in water recycling. If you are …

The Delaware Basin is the epicenter of the oilfield water revolution for several reasons including its concentration of unconventional activity and high water cuts relative to other plays in Texas and the Lower 48. As a result… There’s a lot more to this story… Login to see the full update…  …

As we write, a brand new wellsite storage system is on the road making its journey towards a West Texas where it will attract quite a few spectators over the next few weeks. It’s arrival in the Basin tomorrow will mark the first time this system has entered the Texas …

Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …

The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago. The newsflow decline was largely expected because of… There’s a lot more to this story… Login to see the full update…  To read …

WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this week… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Today’s guest post comes to us from Hunter Wallace who is Chief Operating Officer at Atlas Sand. Something we appreciate about Hunter is that he’s not shy to voice his beliefs with a high degree of conviction. Those of you that attended the Petroleum Connection’s frac sand conference last October …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

In the struggle for control of Texas Pacific Land Trust, accusations are flying hot and heavy. The battle between the activist investor and incumbent trustees is not just playing out in the press any more. It’s going to court. Both sides have sued each other since our last update. Here’s …

The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …