Quick Thoughts

Quick Update On Black Mountain’s 3rd Permian Mine

Last week, we brought you news of a third facility Black Mountain is building in its core market, the Permian Basin. As expected, the permit was filed on Friday and we’ve learned a bit more about the new plant from that… There’s a lot more to this story… To read …

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Preferred Sands Now Has A Double-Barrel Plant Strategy Lined Up In All The Big 3 Tight Oil Basins. Eagle Ford Site #2 Is The Latest News…

Get the latest on Preferred Sands’ multi-barrel approach to adding frac sand capacity in the big oil plays. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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US Silica Explains Permian Plant Delays, Says One Big Customer Has Switched Back To NWS [Live Blog Complete]

We live blogged our takeaways from the US Silica earnings conference call on Tuesday morning…   There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Halliburton Issues A Rebuttal And An Endorsement

No EPS or EBITDA or financial speak to give you tired-head. Just the market intel that really matters curated from Halliburton’s earnings conference call on Monday April 23. Oh and also the fireworks… lots of fireworks. There’s a lot more to this story… To read this update and receive our research …

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Train Wreck In Monahans Overnight Wednesday Is Tightening Things In The Permian Even Further

A Monahans train wreck overnight on Wednesday could impact Permian completions. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

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Haynesville Shale Market Thoughts

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …

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