Tag Archives: frac sand

Last week, we published a current snapshot of the Permian Basin sand picture which subscribers can download in excel. This is an accurate snapshot of “known” future in-basin mines; however, we encourage readers to remain vigilant and not get too comfortable with any analyst’s estimates of planned in-basin capacity just yet. …

Despite the potentially wide ranging impact on industry activities next year, the lizard’s crawl back into the spotlight has been accompanied by very little fanfare. Outside of a few plugged-in Permian E&P leaders and some of the more cerebral in-basin sand producers, we don’t believe this topic has gotten the …

The Permian frac sand mine story has been moving at light speed. During conversations with several readers this week, we simply paused and marveled at the pace of newsflow in this trend. Even for those of us that keep up with the story very closely, reference points can quickly become …

Just when you thought it couldn’t get any hotter, the Permian frac sand rush heated up again this week. Two more mine sites were announced in the Permian on Thursday, including the largest to date. We now count 11 “firm” Permian mine sites, with rumors floating around of at least …

On the same day this week, both Halliburton and Forum Energy Technologies made acquisitions in the artificial lift space. Specifically, each firm announced a deal to take out a privately held electric submersible pump (ESP) target. The coincidental timing and shared ESP focus of the deals has inspired some exaggerated …

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 …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, and contracting activity. In a two part series starting today and concluding next week, we are chronicling some …

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 …