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Nick Cook, Editor
Issue #239 | October 2, 2019
As the oilfield services sector continues to struggle along, several companies are taking decisive steps (exiting markets, restructuring, etc.). Many companies not taking such drastic actions are still heavily focused on improving operational efficiency and holding on to customers. We hope that these actions (along with some of the frac sand plant closings, sales, or idlings about which we have heard rumors) will help the frac sand industry survive this downturn and come out as a more efficient and financially healthy segment of the oilfield services market. Prices have to bounce as there is no more room to go lower! Savvy companies with access to resources are also looking at what bargains can be had, so start thinking about what opportunities might be out there for you (acquisitions, sales, joint ventures, etc.). And let me know if you want to strategize about what may be available to you!
Solaris Oilfield Infrastructure provides supply chain management and logistics solutions to the energy industry, including mobile and permanent infrastructure that increases proppant throughput capacity. Given the current headwinds in...
The American shale boom is slowing as innovation plateaus—and just when shale’s importance in global markets has reached new highs following an attack on the heart of Saudi Arabia’s oil infrastructure...
During 3Q19, the Infill Thinking research team: published 90 written research updates, emailed 24 Infill Thoughts newsletters to active members, issued 15 data releases to Think Sheets® members, conducted site visits the Eagle Ford and...
Mount Tam Biotechnologies Inc., announced that it has signed a Merger Agreement with Banner Midstream Corp. The Merger Agreement was signed on September 26, 2019. The merger is expected to close by the middle of Q4 2019...
Registration and sponsorship is now open for the 5th Annual Frac Sand Industry Update. Join us on January 29, 2020 at The Petroleum Club of Houston to hear from, and network with, industry leaders. Learn more and register...
We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently…
U.S. Silica Holdings, Inc. SLCA, -7.85%, a diversified industrial minerals company and the leading last mile logistics provider to the oil and gas industry, today announced that it has completed a voluntary loan...
Yesterday morning, a letter announcing the closure of of a huge pneumatic hauler crossed Infill Thinking’s research desk. Due to the gravity of the letter, we waited to publish it until we were able to confirm its authenticity…
Frac sand trucking capacity is declining. 2019 got off to a wobbly start to say the least, due to multiple concerns based primarily on the low WTI price. Several small companies left frac sand in the winter and spring, and as trucking gave concession...
Dr Mike Mayerhofer, Liberty’s Director of Technology, provides his data-driven perspective on the impact of Brown Sand vs White Sand on oil production in the Permian Basin...
Here is the latest new oilfield market participant to weigh in on the debate on the future of in-basin sand...
OPEC’s oil production tumbled the most in 16 years last month after an attack on Saudi Arabia’s energy facilities temporarily halved output in the world’s biggest crude exporter. Supplies from the cartel’s 14 members plunged by 1.59 million barrels...
Climate-change platforms of some Democratic presidential candidates propose a ban on fracking to extract fossil fuels, a move that is popular with their supporters but could have consequences for the U.S. economy. Candidates including...
Reserve your booth space now for the 9th Annual Frac Sand Supply & Logistics Conference! Booth space will be picked in the order which people sign up for the various levels of sponsorship available. Join us at the Hyatt Regency Hill Country...
Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking member to weigh in from their field. We don’t pay for these pieces and we don’t get paid for publishing them. In fact, we promptly reject anything...
Following the attacks on Saudi Arabia’s oil facilities last month, many forecasters warned that gas prices would spike. Yet prices have hardly budged—except in California, where they are surging due to policies that have made...
A proposal to construct a pair of “slurry wells” in McKenzie County would offer a new option in North Dakota for disposing of oilfield waste...
I had a laugh yesterday with a client. After 480 million pounds of frac sand pumped down in the Permian, this pump was removed and returned to us. I asked him why it was sent back, and the response...
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The U.S. Geological Survey reported the epicenter of the earthquake was about 85 miles southeast of Lubbock in a rural area of Scurry County. Officials with...
Conservation groups filed a lawsuit in federal district court today challenging the Trump administration’s continued failure to protect severely imperiled dunes sagebrush lizards under the Endangered Species Act...
Cuadrilla has confirmed no more fracking will take place at its shale gas site in Lancashire before a planning deadline at the end of November. Hydraulic fracturing equipment will be taken off the site, the company said in a statement...
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
Event Registration – $25