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Nick Cook, Editor
Issue #259 | February 19, 2020
Pretty light week in regards to articles. I apologize that so many of this week’s articles require a subscription, but we thought they were important enough to provide the links. Most are through Infill Thinking, which we believe is well worth the investment (we are not affiliated with Infill Thinking in any way, but we are big fans). Interest in our Mobile-Mini Frac Sand Mine Forum continues to build. Check out the website frequently to see the latest! https://petroleumconnection.com/event/mobile-mini-mines/
Athabasca Minerals Inc. is pleased to announce that AMI Silica Inc. a wholly-owned subsidiary of AMI, has secured an anchor offtake agreement with Shell Canada Energy for its Duvernay Frac Sand Project...
This week, we put a spotlight on drilling activity trends in the Canadian rig market…
This week, we had a chance to catch up with another mobile mini plant pioneer to learn about their approach. This is the third mobile mini plant provider we’ve profiled since writing a deep dive on…
Over the past few weeks we have received several inquiries regarding mobile or mini frac sand mine opportunities. From land deals to equipment design to procurement, there is a lot of interest...
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…
Texas oil production is expected to rise each month this year but the growth rate is expected to slow, Norwegian energy research firm Rystad Energy said Tuesday in a report. Oil production from Texas...
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members…
In 2019, the investor community stressed the importance of capital discipline and environmental, social, and governance to operators and service companies. Super-majors, independents...
Today we are giving readers a look behind the curtain at an important part of our research process. We’ve summarized the key themes we believe will be highly influential in shaping oilfield...
In 2019, operators struggled to manage the dual pressures of maintaining production to ensure consistent revenues and ensuring that shareholders felt they were receiving adequate returns...
Listening to the FTSI call this week, here’s what stood out to us as far as market intel takeaways for the Lower 48 pressure pumping market…
It might be mid-spring or later before that kind of upward freight volume is plotted as a four-week or longer trend line. It’s also possible that months of mostly negative year-over-year rail freight...
A month has gone by since the last earnings report for Kansas City Southern. Shares have added about 7.4% in that time frame, outperforming the S&P 500. Will the recent positive trend...
The candidates for the 11th Congressional District discussed at a forum last week why they believe they are the most qualified to represent the Permian Basin’s oil-driven economy and educate...
A Texas federal judge ruled Thursday that a Markel Corp. insurer must defend OPF Enterprises LLC in a dispute with a customer claiming its oil well was damaged to the tune of...
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