Tag Archives: frac sand

Last week, more than 75 oilfield executive presented their outlooks at the Barclays Energy-Power conference in New York. We thumbed through all the transcripts to extract the most interesting new insights on the frac sand market. We glossed over pedestrian talking points, capturing only new and interesting stuff that we …

There’s a new discussion topic in our forum on the Eagle Ford frac sand situation post Harvey. We’ve been hearing from industry sources this week word about temporary supply chain issues in Eagle Ford frac sand. We share what we’ve learned and invite readers to weigh in. Read & Discuss …

Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update…  To read this …

This update is Infill Thinking’s fourth and final installment of crowd sourced datapoints and firsthand observations from our Permian visit last week. Most of our field trips in the Permian this time were focused on the new sand mining efforts around Kermit and logistics/storage from transload to wellsite. Subscribers have …

Since the Texas Comptroller’s letter singled out sand producers last week, West Texas miners have been inundated with questions. Investors and customers alike are becoming more concerned than ever about the trend’s exposure to Dune Sagebrush Lizard (DSL) habitat. We provide highlights from one company’s response supplemented with our firsthand knowledge from a …

In this update, more from our recent trip behind the scenes in the Permian Basin frac sand mining build-out including contract price datapoints, lizard talk, a mine location identified, and trucking observations and deductions. There’s a lot more to this story… Login to see the full update…  To read this …

Crowd sourced datapoints and firsthand observations from our Permian visit this week are being shared in a series of “quick hits.” These bullet point lists include field-level market intelligence on wellsite trends, the frac sand mining rush, and the Permian oilfield at large. There’s a lot more to this story… …

The letter’s rhetoric will almost certainly cause some market observers to start taking the under on how much Permian sand is actually going to make it out of local mines. It will almost certainly be looked back on as a starting point for more formal environmental opposition. We summarize the …

Preferred Sands filed for IPO on Thursday. As Infill Thinking readers already know, Preferred has two in-basin mines under development in the Permian Basin and one in the Eagle Ford. Besides what is arguably the coolest team picture to ever grace any SEC filing, the company included quite a bit of …

We updated our table of planned frac sand mining facilities in the Permian after several readers asked for the latest file this week. 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. …