Tag Archives: frac sand

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 …

The impact of in-basin sand on the US supply stack is not only the key debate in the silica industry today. It is the single most important debate in the entire US oilfield at present. Today, three-fourths of US frac sand is sourced north of the Mason-Dixon line, but there are …

Infill Thinking members are already up to speed on the first two frac sand mine facilities planned in the Permian Basin (Hi-Crush’s Kermit site and Black Mountain’s first Winkler County mine). Although other specific sites have yet to be announced, it’s no surprise they are in the works. Today, we identified two more …

A quick update here (including our first visual) on the new Permian Basin frac sand mine that started it all. On Monday evening the new facility’s owner provided an update on the new mine’s construction progress. As part of that, the company shared the very first peek at what they’ve been building …

Can lower quality, logistically advantage frac sand deposits take on and potentially displace Northern White supply railed into the hottest completions markets? This question has quickly rocketed up the controversy leader-board, becoming one of the most hotly contested debates in the entire upstream industry today. As the first industry publication …

US Silica hosted a positive call to kick off 1Q17 earnings season for the frac sand industry this morning. The outlook provided was bullish for both demand and pricing. The company’s commentary on the emerging Permian local sands market both validated our own thesis and introduced cautionary notes into the …

If you ever want to nerd-out, visit Core Lab’s Houston facility. After a tour, you’ll understand why “lab” is part of their name. This is the highest-IQ company in oilfield service. They are also closer to operators’ rock than any other service firm. Core Lab is not a pressure pumping …

After announcing the acquisition of a San Antonio sand mine on Monday, Emerge Energy Services hosted a conference call on Wednesday to discuss the deal and future plans for the site. If you need to get up to speed on the transaction and our initial take, please refer to this …