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 »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 »The Wait Is Over. New Lines Have Been Drawn In The West Texas Sand [2018 DSL Map Analysis And PDF]
As discussed in this Infill Thinking update four months ago, the Texas Comptrollers Office is in the process of re-writing the Texas Conservation Plan for the DSL – a key step in light of the recent petition to list the species as endangered filed by two private environmental groups. The old “Hibbits …
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 »Are You Ready For This Month’s Dust Rule Phase-In? A Brief Discussion About OSHA Compliance [Friday Guest Post]
Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …
Read More »The Petition To List The Dunes Sagebrush Lizard As Endangered Is Live. So What, And What Next?
After the Dunes Sagebrush Lizard (DSL) petition was filed earlier this week, we had a chance to catch up with a subject matter expert on Texas environmental issues to learn a bit more about what matters in the petition and what to watch for next… There’s a lot more to this …
Read More »Today Is DSL D-Day
It’s official. We discuss… this is a developing story and we’ll be adding updates to this post as we learn more today. 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 …
Read More »The Texas Frac Sand Rush Lands On The State Legislature’s Agenda
The rapid advent of frac sand mining in Texas is not only drawing governmental attention from the Texas Comptroller’s office because of environmental impacts. Now the Texas legislature is taking a look too. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »In Other News… More Sand In The Uinta, Eagle Ford And Haynesville; An OCTG Surprise; And Last Mile Developments
Things are happening fast in the oilfield / sandpatch right now. In addition to the Infill Thinking research updates published this week, some third-party stories crossed our desk that are worthy of passing along. All links will open a third-party article in a new tab. There’s a lot more to …
Read More »Twenty Questions Set The Tone For The 2018 US Oilfield Service Marketplace
We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …
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