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 …
Read More »The Wait Is Over. New Lines Have Been Drawn In The West Texas Sand [2018 DSL Map Analysis And PDF]
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 …
Read More »For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top
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… Login to see the full update… To read this update …
Read More »Of Sand And Water [Friday Guest Post]
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 …
Read More »As Schlumberger’s Permian Mine Opens, Management Pulls Back The Curtain A Bit On Frac Sand Strategy
In a slide deck released this morning, Schlumberger provided some interesting comments on frac 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 …
Read More »Alpine Silica Confirms Two Prior Infill Thinking Reports On Culberson County & Oklahoma Expansion
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 …
Read More »Meet The Permian’s Latest Frac Efficiency Challenge: Hotter Than Normal Temps, Earlier Than Normal
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 …
Read More »A Quick Conversation With Atlas Sand Management Ahead Of Their Summer Start-ups
As May turns into June, Atlas Sand’s twin frac sand plant construction projects in the Permian should be moving up everyone’s list of completions infrastructure worth monitoring. For more background check out this deep dive we penned after visiting one of their construction projects in 1Q18. There’s a lot more …
Read More »Quick Update On Black Mountain’s 3rd Permian Mine
Last week, we brought you news of a third facility Black Mountain is building in its core market, the Permian Basin. As expected, the permit was filed on Friday and we’ve learned a bit more about the new plant from that… There’s a lot more to this story… Login to …
Read More »Some Mind-Blowing Arithmetic On The Permian Vs. The Other Big Shale Basins
In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update… To read this update …
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