How are two of the biggest oil companies in the world thinking about shale development programs this year? 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 …
Read More »DJ Basin Operator Talks About Local Sand Adoption
After years of talk, there’s action on local sand in Colorado. We wrote about it a month ago and now E&P early adopters are starting to talk about it too… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »DJ Basin Operators Finally Get Some Local Sand
After years of talk, there’s action on local sand in Colorado. 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 »DJ Basin Greenfield Frac Sand Update After Another New Project Sighting…
Digging into the public record, we’ve unearthed new details on the latest Rocky Mountain greenfield frac sand project… 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 »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 …
Read More »The Rockies’ Regulation Roller Coaster [Chart Of The Day]
The Coloradan E&P industry is braced for the earth to move beneath their feet, and tolerance for QHSE risk is about zero among the operators navigating this challenging regulatory landscape. When we talk with our O&G contacts in the Rockies, regulation invariably comes up. So here’s an update on where …
Read More »In Other News… NWS Trials & Tribulations, Permian Storm Clouds, Vista Is OK, DJ Basin Gap, & The West Texas “Extraction Colony”
In addition to the deeper Infill Thinking research updates published this week, a few other quick hits crossed our desk that are worthy of comment. So here are four short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »DJ Basin Local Frac Sand Is Complicated With Much Still To Be Determined…
An update on frac sand mining’s newest frontier: the Rockies. 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 …
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