Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …
Read More »Pressure Pumping, Last Mile Logistics, And Wellsite Storage Observations From The Road [MidCon Recon Part III]
More notes from the road from the time our team invested researching the MidCon on location. 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, …
Read More »Vertically Integrated Eagle Ford Sand Will Be Loading Out Significantly Sooner Than Anticipated
Eagle Ford local sand update. 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 us to discuss our …
Read More »When It Rains, It Pours
While we were getting drenched in the MidCon this week, the sky was falling in New York too. 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 …
Read More »Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]
We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. 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 …
Read More »NWS Displacement Alert: Permian Proppant Tons Shipped By Rail Have Begun To Fall
In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …
Read More »Read The Anonymous Letter That Has Oklahoma Locals Riled Up About The Frac Sand Rush And Could Delay Capacity
In this update yesterday, we noted a changing local climate towards the frac sand mining rush in Oklahoma. It’s even worse than we initially thought. After doing some more digging, we have decided that… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Shifting Sands: MidCon Last Mile Implications As STACK/SCOOP Proppant Procurement Evolves [Guest Post]
A team of last mile specialists breaks down the MidCon sand procurement scene, digging deep into well, transload, and mine data to determine mileage differentials as procurement shifts to local sands. Don’t miss this chart and map… There’s a lot more to this story… Login to see the full 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 »The Shale Supply Chain’s New(ish) Ownership Conundrum
Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain. Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody …
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