Quick Thoughts

Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… 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. …

A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. 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 …

For this update we took a quick look at month-to-date horizontal drilling permitting activity in the Permian Basin. 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 …

On Monday after the close, US Silica announced that they will built a 4mmtpa plant “equidistant to the hearts of both the Delaware and Midland Basins.” We break down what you need to know and provide context on this announcement. There’s a lot more to this story… Login to see the …

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

Here is the latest data-point in the emerging Permian Basin frac sand mine build-out. Who filed the permit, when, where, and what’s next in this update. 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 …

Newly minted Halliburton CEO Jeff Miller spoke earlier this morning at the UBS conference in Austin, TX. Although he’s no stranger to the investment community, this was his first presentation since being named Dave Lesar’s successor. In a wide-ranging “fireside chat,” Jeff shared market insight on frac sand availability, logistics, completions …

Black Mountain’s message to the market has been that they would build one 4mmtpa frac sand plant in the Permian first with more facilities on their extensive 26,000 acre footprint to follow at future dates. We’ve recently heard some chatter about the company shifting to a two site initial roll …

A round up of various talking points and trends in the US frac market as it stands today including comments on pricing, utilization, availability, contracting activity, and completion size trends. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

1Q17 reporting season is drawing to a close. Over the past week, we heard from two more frac sand miners: Smart Sand Inc. and Emerge Energy Services. To cap off earnings season, we went back through our conference call notes from these two producers and pulled out the eight most important points …