Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …
Read More »Sand Tiger Is Taming The Last Mile Beast One Truckload At A Time [Silica Valley Series]
In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …
Read More »Permian Dune Sand Spot Price Check Up
This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …
Read More »You Know Things Are Tight When O&G Buyers Seek Out Industrial Cross Sellers [Boots On The Ground Report]
Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… Login to see the full update… To …
Read More »The Texas Frac Sand Rush Lands On The State Legislature’s Agenda
The rapid advent of frac sand mining in Texas is not only drawing governmental attention from the Texas Comptroller’s office because of environmental impacts. Now the Texas legislature is taking a look too. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »More Negative Highway Headlines Out In West Texas This Week
A few local headlines in West Texas caught our attention this week. Oilfield traffic is becoming a bigger problem as the year goes on… 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 …
Read More »PropDispatch’s First-To-Market Software Is Digitalizing The Last Mile For About 1/3 Of US Frac Fleets
This is the first installment in our Silica Valley Series which shines the spotlight on an increasingly critical part of the frac value chain: new software solutions in the last mile. A crop of new entrants are improving the frac sand industry’s “mind-muscle connection” on the highways from origin to …
Read More »Silica Valley – Software Startups Are Racing To Digitalize The Last Mile
When the term “new entrants” is mentioned in frac sand conversation, the focus immediately gravitates to the physical. New sand producers, new plants, new well-site storage containers, and new trailer fleets have been all the rage lately. Hardware gets the headlines, but new software solutions have swept in too. A …
Read More »Antero’s Frac Supply Chain Strategy Is Changing. Here’s What We Know And What We Think We Know
Antero made some interesting comments at an investor conference this week. We break down what you need to know about their frac supply chain 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 …
Read More »“Coming Soon” – Here’s What To Expect From The Next Round Of Permian In-Basin Frac Sand Plant Startups
In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …
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