In this update we study a different kind of flaring intensity – the flaring conversation intensity. This is not a new issue, but the conversation is heating up and evolving. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »First (And Now Only) Utah Local Sand Project Crosses Into New Terrain
There are new developments today in the Uintah Basin local frac sand story. Our analysis of the new facts that have come to light can be found here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »County Officials Vote Thursday On The Second Local Bakken Frac Sand Mine Site
Here’s what comes next for Asgard’s planned Mercer County frac sand production facility per various local officials… 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 »Vizualizing West Texas 2019 SWD Leaders [Chart Flip-Book]
Company by company timeline charts for the top injection well permitters. These charts tell us a lot and also provoke some interesting questions… Consolidation ahead? 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 …
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 »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 »In Other News… Fatal Left Turn, Triangulating On The Colorado Mine, and US Silica M&A
In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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 »Activity Upside Is In The Cards For Eagle Ford Shale Drilling
In this week’s weekly drilling rig count update, we take a closer look at Eagle Ford permitting trends. In addition, we are preparing for an upcoming Eagle Ford Shale market intelligence gathering trip. The early-April trip itinerary is taking shape and will include the following stops: There’s a lot more to …
Read More »The Permian Rig Count Has Moved Higher Despite A Permitting Plateau
In our weekly rig count update this week, we slice and dice the latest drilling permit data in the Permian, divining clues about the future direction of the rig count in the Permian Basin and beyond. There’s a lot more to this story… Login to see the full update… To …
Read More »Super-Size Me – With Vest Halfway Ramped Up, Black Mountain Ups The Ante Again
We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update… To read this …
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