Tag Archives: frac sand

Is frac sand replacing rigs? It would appear so in the US onshore recovery. As unconventional drilling and completion science evolves, the industry’s surface footprint per barrel of oil produced is shrinking. A growing sub-surface footprint (which we can measure with sand) is replacing the surface sprawl. With the US onshore …

Over the past two weeks, three different EOG execs spoke at three different investor conferences. Reviewing their commentary and separating signal from noise, here’s the latest on this E&P leader’s field tactics and development strategy. There’s a lot more to this story… Login to see the full update…  To read this update …

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 …

Over the next nine months, Permian Basin frac sand miners will need to hire hundreds of workers to staff up the new mines they have planned. With the Permian Basin oilfield labor market already white hot and all the new hires slated for a sparsely populated area, where will the …

  The first chapter in the Permian Basin frac sand mining story was the land grab (who was buying what where) and debate on viability. The 2H17 chapter will be execution, lab results, construction progress, and sales (whose construction is on time, whose deposit is better). One of the best datapoints to …

Emerge Energy Services has been in the news quite a bit recently after hosting their earnings call earlier this month and making an Eagle Ford mine acquisition a few weeks before that. After all their recent disclosures, there wasn’t a whole lot of “new news” made at their analyst day last …

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 …

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 …

Smart Sand Inc., the newly public Northern White producer (February IPO), announced another Oakdale plant expansion on Thursday. This is the second expansion announced already this year and the latest example of the kind of brownfield expansion that is conspiring with regional sands to make operators happy and sand investors nervous. …

We have uncovered two more future frac sand mines in the heart of the Permian. These sites take our “confirmed planned site” count up to 6 in the area – a figure that could easily be 10 by the end of May. Although the market is aware that Permian sand mines …