We just got a massive download on the Lamesa mine owned by U.S. Silica… 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 …
Read More »Before… And …After. Tight Oil Thesis Testing In Ft. Worth This Week
This week, we attended the large oilfield conference in Ft Worth. We walked in with 7 key themes in mind and tested these in conversations with industry contacts at the event. Here is what we learned about the tight oil narrative for 2H22+… There’s a lot more to this story… …
Read More »Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent
We just got a massive download on the Alpine Silica mine owned by Profrac… 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 …
Read More »More Damp Sand In Permian As Producers Work With What They’ve Got
In a separate report this morning, we wrote about the conservative approach that local sand producers in the Permian are taking in response to strong market signals. In that report we mentioned two key trends in the supply base and here we discuss an example of both… There’s a lot …
Read More »Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer”
In the Permian Basin, frac sand production capacity growth has been… 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, …
Read More »Following The Breadcrumbs On The New Permian Wellsite Storage System Deployment
A last mile system design new to the Lower 48 but experienced abroad made its Permian debut and we think about clues around the “who”… 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 …
Read More »+1 Storage Solution Competing For West Texas Wellsites
A last mile system design new to the Lower 48 but experienced abroad makes it’s Permian debut… 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 …
Read More »New Permian In-field Frac Sand Mining Capacity On The Way & Will Be Easily Absorbed
Today we have updated our Permian sand plant database for several new in-field facilities. Here are key takeaways… 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, …
Read More »Permian Water Kerfuffle Heats Up With Another TX RRC Crackdown Before Year-End
The unprecedented 2021 TX RRC crackdown on SWD-induced seismicity in the Permian continues with one more big action taken by the TX Railroad Commission before year-end. This year… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Permian Water Threat Level Rising Fast – Emergency Order On The Table?
The risk narrative continues to move in a negative direction for the Permian Basin produced water sector… 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 …
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