west texas Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 12 Jan 2024 22:17:47 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png west texas Archives - Infill Thinking https://www.infillthinking.com 32 32 Notes From The Road In Permian Part II https://www.infillthinking.com/infill-thoughts/notes-from-the-road-in-permian-part-ii/ https://www.infillthinking.com/infill-thoughts/notes-from-the-road-in-permian-part-ii/#respond Fri, 12 Jan 2024 18:32:01 +0000 https://www.infillthinking.com/?p=33805 Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road… There’s a lot more to this story… Login to see the full …

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Earlier this week, we invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road…

There’s a lot more to this story…

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The First Test Of 2023 – Permian Sand Market Suddenly Tightened This Week https://www.infillthinking.com/infill-thoughts/the-first-test-of-2023-the-permian-sand-market-rapidly-tightened-this-week/ https://www.infillthinking.com/infill-thoughts/the-first-test-of-2023-the-permian-sand-market-rapidly-tightened-this-week/#respond Fri, 20 Jan 2023 17:26:32 +0000 https://www.infillthinking.com/?p=32864 Permian local sand availability is… 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 current subscription options at hello@infillthinking.com. (Current members login here.) …

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Permian local sand availability is…

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The Permian’s 2nd Local Frac Sand Mine To Open Goes Bankrupt https://www.infillthinking.com/infill-thoughts/the-permians-2nd-local-frac-sand-mine-to-open-goes-bankrupt/ https://www.infillthinking.com/infill-thoughts/the-permians-2nd-local-frac-sand-mine-to-open-goes-bankrupt/#respond Fri, 06 Jan 2023 19:30:40 +0000 https://www.infillthinking.com/?p=32813 Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020… 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 …

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Login for the details on a new bankruptcy happening in frac sand well past the industry’s bankruptcy cycle of 2020…

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Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better https://www.infillthinking.com/infill-thoughts/havoc-ahead-permian-road-project-could-impede-oilfield-traffic-for-5-years-starting-this-month-before-it-makes-things-better/ https://www.infillthinking.com/infill-thoughts/havoc-ahead-permian-road-project-could-impede-oilfield-traffic-for-5-years-starting-this-month-before-it-makes-things-better/#respond Fri, 02 Dec 2022 15:36:37 +0000 https://www.infillthinking.com/?p=32698 A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs. 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 …

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A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs.

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The Permian Sand Market Is Looking Tight In September & October (So Long As Oil Prices Don’t Keep Going Straight Down) https://www.infillthinking.com/infill-thoughts/the-permian-sand-market-is-looking-tight-in-september-october-so-long-as-oil-prices-dont-keep-going-straight-down/ https://www.infillthinking.com/infill-thoughts/the-permian-sand-market-is-looking-tight-in-september-october-so-long-as-oil-prices-dont-keep-going-straight-down/#respond Fri, 23 Sep 2022 16:51:36 +0000 https://www.infillthinking.com/?p=32527 Mine-gate prices for Permian local sand are… 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 current subscription options …

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Mine-gate prices for Permian local sand are…

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Frac Sand Mine Orderbook Chatter Gets Louder https://www.infillthinking.com/out-think/permian-sand-mine-orderbook-chatter-getting-louder/ https://www.infillthinking.com/out-think/permian-sand-mine-orderbook-chatter-getting-louder/#respond Fri, 12 Aug 2022 14:20:20 +0000 https://www.infillthinking.com/?p=32391 With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more to this story… Login to …

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With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking…

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 current subscription options at hello@infillthinking.com(Current members login here.)

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Conservative Permian Frac Sand Producer Behavior Suggests The Market Stays “Higher For Longer” https://www.infillthinking.com/quick-thoughts/permian-frac-sand-producer-behavior-suggests-the-market-stays-higher-for-longer/ https://www.infillthinking.com/quick-thoughts/permian-frac-sand-producer-behavior-suggests-the-market-stays-higher-for-longer/#respond Fri, 08 Apr 2022 15:33:16 +0000 https://www.infillthinking.com/?p=32020 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, please email us to discuss …

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In the Permian Basin, frac sand production capacity growth has been…

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Permian Fracs Could Be Sand Constrained In 2022 [Chart Of The Day] https://www.infillthinking.com/quick-thoughts/the-permian-could-be-sand-constrained-in-2022-chart-of-the-day/ https://www.infillthinking.com/quick-thoughts/the-permian-could-be-sand-constrained-in-2022-chart-of-the-day/#respond Fri, 14 May 2021 16:38:53 +0000 https://www.infillthinking.com/?p=30812 For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever… 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 …

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For the past couple of years, Permian sand has seemed hopelessly oversupplied. But WTX sand market won’t be loose forever…

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MORE 1Q21 Weather Issues Plague Frac – This Time Wicked Wind In West Texas https://www.infillthinking.com/quick-thoughts/more-1q21-weather-issues-plague-frac-this-time-wicked-wind-in-west-texas/ https://www.infillthinking.com/quick-thoughts/more-1q21-weather-issues-plague-frac-this-time-wicked-wind-in-west-texas/#respond Fri, 19 Mar 2021 17:16:21 +0000 https://www.infillthinking.com/?p=30633 First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21… feature image photo credit 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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First the freeze. Then the wind. Lost days continue piling up for the Texas frac industry in 1Q21…

feature image photo credit

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Two Truths About Energy Transition Are Self Evident In The Texas Energy Emergency https://www.infillthinking.com/infill-thoughts/two-truths-about-energy-transition-are-self-evident-in-the-texas-energy-emergency/ https://www.infillthinking.com/infill-thoughts/two-truths-about-energy-transition-are-self-evident-in-the-texas-energy-emergency/#respond Wed, 17 Feb 2021 14:56:18 +0000 https://www.infillthinking.com/?p=30486 The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question our own beliefs and the …

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The Texas energy emergency is already being rashly politicized by both sides of the aisle. It’s too early, and more political vitriol in a divided country is the last thing we need. Instead, let’s focus on getting the lights on and then all take a moment to step back, question our own beliefs and the status quo energy mix. Let’s allow hard data – not polarized politics and partisan ideals – to play the central role in developing realistic goals for our generation’s energy legacy.

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