After reporting last week that Black Mountain has sold… 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, please email …
Read More »Here’s What The Boots On The Ground Say About Active Frac Crews, Basin-By-Basin [Data Table]
We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …
Read More »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… 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 »A New Year In Oilfield Water Management Brings More Of The Same… Sort Of.
2020 starts off much the same as 2019 ended in the oilfield water management industry: with M&A news. Two acquisitions were announced on Monday from undisclosed sellers (although we have heard some guesses about who one of those might be). Meanwhile, oilfield water M&A this year has a different feel …
Read More »Extending The Trend In Rockies Local Sand
In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! There’s a lot more to this story… Login to see the …
Read More »Local Sand Capacity In “No Growth Mode” Everywhere Except Two Regional Markets… [Chart Of The Day]
In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …
Read More »Tying It All Together: Mapping Logical Destinations For Utah Local Frac Sand [Part 4/4 Utah Sand Series]
We may be wrapping up our Utah frac sand spotlight series today, but our coverage of this emerging local sand market doesn’t end here. We’ll be reporting on the local sand story in Utah as first shipments begin later this year, reporting on adoption trends, competitive dynamics, quality, surety of …
Read More »Southern Red Sands Spotlight After CEO Chat [Part 3/4 Utah Sand Series]
In an exclusive series of updates over the past couple of weeks, we have been analyzing frac sand market conditions in the often overlooked Utah completions market where big changes are happening in the supply stack. In this third installment of the series, we shine a spotlight on one new …
Read More »How Much Local Utah Sand Will Be Devoured? A Look At Demand And “Uniquely Utah” Logistics Issues [2/4 Uinta Sand Series]
In a research update last week, we shared exclusive details on the local frac sand production scene in the state of Utah. In the second installment of our three-part series on local sand in the Uinta Basin, we discuss proppant demand and logistics in this unique completions market. There’s a …
Read More »Utah, Get Me Two! Uinta Basin Greenfield Frac Sand Update [1/4 Utah Sand Series]
Utah local sand is coming. It’s coming faster than some folks might think. So we applied our kind of mining to the situation: data mining, public records mining, and interviewing regional contacts to learn more about the situation. Here’s what we know at this point in part one of an …
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