Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. 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 …
Read More »US Onshore Rig Count Keeps Sliding… Except In The Permian
The US land rig count peaked most recently on August 4, 2017. Since then, it is down 21 rigs and down again slightly this week. Without the Permian Basin, it’d be down even more. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Local Media In West Texas Now Reporting That A DSL Listing Petition Is Imminent
The local press in West Texas reports that a listing petition is to be filed imminently. This could impact both Permian E&P and frac sand producers. 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 …
Read More »Read The Preferred Sands Response To Recent In-Basin 40/70 Criticism
The debate around in-basin 40/70 grade frac sand quality heated up earlier this week when one Permian sand producer argued vigorously that customers will not buy local 40/70 because it is too fine and fragile. Preferred Sands, whose West Texas reserve profile is 50% 40/70, shared their response to this …
Read More »After 100 Years Of Sand Ranching, We’ve Learned A Few Things About These West Texas Dunes [Guest Post]
Historically, the sand dune fields in Winkler County Texas have primarily been used for cattle ranching. In the span of 9 months, 14 massive sand mines have been permitted in these ranchers’ backyards. Winkler ranches don’t change hands often – most have been in the same families for generations. So …
Read More »A 2nd Permian Basin Sand Mine Flips On The Switch
In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Hurricane Harvey’s Impact On Upstream Onshore Activity [New Discussion Topic]
Over in our Thinking Aloud Forum, there is a new discussion topic on Hurricane Harvey’s onshore upstream impact. Most of the attention in the wake of the storm will focus on downstream, commodity prices, and offshore impacts. In the thread we provide a list of useful references on these areas …
Read More »All Of Our Permian Field Trip Quick Hits Organized By Topic
Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …
Read More »8-Month New Supply Hiatus? Grade Mix, Damp Sand, Branding Bonanza, Sales Point, Excel File… [Permian Quick Hits 4]
This update is Infill Thinking’s fourth and final installment of crowd sourced datapoints and firsthand observations from our Permian visit last week. Most of our field trips in the Permian this time were focused on the new sand mining efforts around Kermit and logistics/storage from transload to wellsite. Subscribers have …
Read More »Sand Prices, Permian Locations, Volume, Customers, Water, & Lizard Talk [Permian Quick Hits Part 3]
In this update, more from our recent trip behind the scenes in the Permian Basin frac sand mining build-out including contract price datapoints, lizard talk, a mine location identified, and trucking observations and deductions. There’s a lot more to this story… Login to see the full update… To read this …
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