Tag Archives: permian basin

A Monahans train wreck overnight on Wednesday could impact Permian completions. 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 has expired, …

After publishing a “petition may be coming” piece last week, we talked to several more market participants who confirmed they expect action soon. Meanwhile, there have been a couple interesting developments that set the table for the legal battle whenever it begins. There’s a lot more to this story… Login …

In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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. …

Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …

We spent the first week of February on location in the Permian Basin gathering market intelligence on the completions supply chain. In addition to taking it all in from the road this week, we have met with a variety of management teams and visited operations in the field. During our …

Atlas Sand was one of six in-basin sand plants (various stages of development) that we visited in the Permian Basin in early-February. Like with our five other in-basin frac sand stops, our purpose here was simply to learn more about the company’s in-basin initiatives and document our observations. In this …

In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update…  To …

With the transformational impact of in-basin frac sand being written about by some of the mainstream press this week, we figured it’d be a good time to dust off our In-Basin Frac Sand Economic Impact Study published on InfillThinking.com two months ago back in early-January. If you joined Infill Thinking …

Shortly after pressing send on an early-February 2018 edition of the Infill Thinking newsletter, we hit the road in Odessa bound for a visit to High Roller Sand’s Kermit frac sand plant. The facility had been open less than a week at the time of our visit, about four weeks …

Industry sources tell Infill Thinking that [NAME REDACTED] mine’s first truckloads are rolling out from their new frac sand plant near Monahans as you read this update. Login to see the plant’s name that is shipping and learn exclusive details about the planned ramp up here…. There’s a lot more …