This week, we have an update on local sand mining activity… 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 »MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
This week, we have prepared for you a data-driven analysis on MidCon E&P buyer behavior and scale… 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 »MidCon Supply – Steady Eddie [DATA ALERT]
This week, we have an update on local sand mining activity… 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 »We’ve Got A Scoop On SCOOP/STACK Frac Sand
We learned something interesting about a new sand supply arrangement that has been struck in the MidCon. 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 »Potential Mobile-Mini Plant Deployments & Frac Crew Reactivations. Green Shoots Can Be Found If You Look Hard Enough!
News on the in-field sand production front could be brewing… Meanwhile a handful of crews are going back to work as the industry expects a couple dozen “fractivations” this quarter.
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 »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 »A Regional Frac Sand Player Has Permitted Their Second STACK/SCOOP Mine
We’ve uncovered another newbuild frac sand mine project in the Mid-Con, which is now the focus of an intense land-grab similar to what played out in the Permian and Eagle Ford over the past 12-18 months, but admittedly on a smaller scale. There’s a lot more to this story… Login …
Read More »Is Dewey County Becoming The “Winkler County” Of The Mid-Con? Another Mine Plan Is Found…
Yesterday’s wildfire news caused us to revisit publicly available mine permit records for the Mid-Con. We have uncovered an additional large-scale sand mining plan in Oklahoma as the Mid-Con proppant market appears to be quickly moving in the direction of the Permian – becoming locally supplied. There’s a lot more …
Read More »STACK Threat Level Falling From The Oklahoma Wildfires That Raged Near Rigs & Greenfield Mines This Week
Thoughts on the developing wildfire situation in the Mid-Con as it pertains to upstream activity. This is a fluid situation, and we’ll be adding updates to this post as events unfold. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »
Infill Thinking Lifting the O&G knowledge curve