Tag Archives: permian basin

In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

We have rounded up some important Permian stuff that caught our eye this week. Here you’ll find several items that are worthy of putting on your weekend reading list as well as our thoughts on implications and feedback from contacts in industry on these topics. There’s a lot more to …

Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… 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, …

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… 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. …

Schlumberger went to town on a long-term risk in the Permian that we have been calling an existential threat for several quarters now. 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. …

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 …

Infill Thinking members can log in to see another exclusive report. This time, we report on the newest Permian mine startup before the official announcement, which we expect to make headlines elsewhere later this week. There’s a lot more to this story… Login to see the full update…  To read …

A couple weeks ago in Fort Worth, we noticed that a particular topic related to the logistics of Permian dune sand seemed to be coming up more frequently in the industry discourse. It’s an idea we’ve all heard talked about since the first local sand mine popped up in Kermit …

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …