Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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. If …
Read More »Railing Local Permian Sand Outside The Basin Might Be History. Is Railing It Inside The Future?
By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update… …
Read More »This Week In Frac Sand, Divergent Datapoints Reveal A Tale Of Two Cities
Our channel checks reveal that the pain being felt by Northern frac sand producers continues to escalate at a rapid pace. Read the latest developments in the supply stack disruption rippling through this important completions segment here. There’s a lot more to this story… Login to see the full update… …
Read More »Closure Cascade: More “Out-Of-Basin” Frac Sand Plants Are Downsizing
The shuttering of “out-of-basin” capacity is key to a return to health in the oversupplied frac sand segment. Over the weekend, we saw a datapoint that suggests that this is happening quickly now, and not just at NWS mines…. There’s a lot more to this story… Login to see the …
Read More »10 Things To Know About The New Haynesville Shale Mine Beyond The Press Release
Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. 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. …
Read More »Ribbon Cutting Is Fast Approaching At The First Northwestern Oklahoma Frac Sand Plant
From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …
Read More »It’s Official: A New Mine Uncovered During Our MidCon Recon Trip Is Confirmed [Exclusive]
During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …
Read More »As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes
Just when one thinks things cannot possibly get any more interesting in the frac sand supply transition story, things get more interesting. In this update, we think through what the big news from a critical logistics provider means. There’s a lot more to this story… Login to see the full …
Read More »Another Permian Mine Is About To Open [Exclusive]
We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… 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. …
Read More »Musings On Logistics And Sand From Wisconsin, Texas, And Elsewhere – A Geologist’s Perspective [Friday Guest Post]
Our guest author today is knowledgeable on the properties of both Texas and Northern White sand and has a great deal of firsthand historical context to back up his perspectives on both. We were particularly intrigued by his thoughts towards the end of his guest post on frac sand deposit …
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