We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »The Cost Of Doing Nothing. Zooming In On Permian Infrastructure [Guest Post]
In today’s guest post, James offers a unique perspective on the economic impact of under-developed road-ways and key insights on transportation infrastructure development in West Texas. 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 …
Read More »Online Job Postings Suggest That A Monahans Local Sand Plant Is Getting Some Enhancements
A couple job openings posted online late last week caught our eye and tipped us off on a new development that may have been occurring under the radar. 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 »One Last DSL Headline Before The Year Is Out: CBD Attacks TCP Lapse
Environmental protection groups are seizing upon a lapse in a legal compromise (a lapse that Infill Thinking broke the news about five weeks ago) in their latest effort to apply pressure to the Feds to list the lizard as an endangered species. Punching above its weight, the little dunes sagebrush …
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 »In Permian News This Week… Power Ripples, Takeaway Accelerates, Rigs Consolidate, And A Major Reveal
We have rounded up some important Permian stuff that caught our eye this week. Here you’ll find several items that are worthy of putting on your weekend reading list as well as our thoughts on implications and feedback from contacts in industry on these topics. There’s a lot more to …
Read More »Incident At Black Mountain Vest Plant
Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… 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, …
Read More »Musings On Logistics And Sand From Wisconsin, Texas, And Elsewhere – A Geologist’s Perspective [Friday Guest Post]
Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …
Read More »Is This The Biggest Frac Sand Contract Of All Time?
Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. 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 …
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