About This Series Infill Thinking’s Aqua Men series brings the fast developing oilfield water management sector to life. This business has historically been dominated by private companies and internal divisions with E&Ps. Chronicling the sector’s leading platforms and projects lends fresh perspective to the once-in-a-generation shift now underway in oilfield …
Read More »Revisiting The Oklahoma Mine “Permitatorium” – Will This Sleeping Giant Awaken In Other States Too?
About a month ago, we published an update on a mining permit moratorium in Oklahoma. After a bullet-point recap, we discuss the nuances with an expert, talk about the read-through to other states including New Mexico and Louisiana, and then provide some clarification on a new permit filed by an …
Read More »When Water & Sand Don’t Mix – A New MidCon “Permitatorium” To Monitor
We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …
Read More »An Invitation To Join Us To Discuss Oilfield Water Management
This June 21st in Downtown Houston, US oil industry leaders will gather to discuss oilfield water’s evolving business model, market structure, and finance trends. Oilfield Water: Identifying & Financing The Right Solution is the first-ever conference devoted entirely to the business side of oilfield water. This segment now poses structural …
Read More »Here’s The SCOOP On Year-To-Date STACK Rig Count Slippage
Our regular weekly rig count update this week shines the spotlight on the SCOOP/STACK rig count. 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 »Oklahoma Greenfield Construction Progress Report [MidCon Recon, Photos]
In this update, we provide a firsthand update on the industry’s greenfield construction progress in Oklahoma. 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 »After Watching This Video, We Up Our MidCon Capacity Estimates & Reiterate Our “Late Sand” Warning From A Month Ago
While breaking the news about a MidCon mine construction halt exactly one month ago, we introduced a thesis to the market that MidCon frac sand mines would likely be delayed vs. initial expectations. With the potential for Oklahoma mine delays now well documented, we reiterate our first-to-market thesis that MidCon sand …
Read More »MidCon Mine Permit Situation Report As Public Awareness Swells Up Around The Frac Sand Rush
We submitted a series of public record requests to Oklahoma mining regulators this week to learn more about pending frac sand mine permit applications in the MidCon. Even before we submitted our questions, we observed a notable development in motion regarding MidCon regulation… There’s a lot more to this story… …
Read More »Scoop: Regulators Halt Mid-Con Sand Plant Construction As OK Permitting Proves Tougher Than TX
In the Permian Basin, frac sand mines took off with very little permitting friction. In fact, if you take the dunes sagebrush lizard out of the conversation, we actually can’t recall a single headline about regulatory hurdles slowing down project. Will the same be true as the Mid-Con mining story …
Read More »Mapping The Mid-Con – STACK/SCOOP Frac Sand Site Locations [PDF Download]
After recent requests from members, we’ve created several different looks at the geographical distribution of Mid-Con frac sand production sites on various maps. Members are welcome to download maps in pdf form. There’s a lot more to this story… Login to see the full update… To read this update and …
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