The latest details on the latest new entrant to the Permian sand mining rush… 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 you are new to Infill Thinking, or your …
Read More »Permian Sand Mining Rush Makes The Front Page Of The Sunday Paper [Link]
The Permian Basin frac sand story is receiving attention from the local press out in West Texas. Some interesting incremental color emerged… feature image photo credit: Hi Crush’s Kermit site on Sunday July 24, 2017 front page of Odessa American There’s a lot more to this story… Login to see …
Read More »Halliburton Drops A Sand Bomb, But Is It Signal Or Noise?
It’s a sign of the times. Frac sand controversy on Halliburton’s earnings conference call Monday overshadowed everything else, including some interesting points on pressure pumping dynamics, rig count brake tapping, international service pricing trends, and higher wages. We’ll address Big Red’s “non-sand” comments in a separate update later today. These …
Read More »Fairmount Santrol Announces New Texas Sand Plant, Confirming Previous Infill Thinking Reports
An infill Thinking prediction was confirmed this morning as the Permian Basin sand rush continues to heat up… 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 you are new to …
Read More »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
Read More »As A Kermit Sand Plant Posts 75 Job Openings, We Update Our Mine New Hire Estimates
Staffing up the new Permian frac sand mines is a challenge we first wrote about back in May. Lately, we’ve heard and seen more sand producers highlighting the issue as a barrier to entry (example). In this update, we share the latest on who’s hiring, how they are doing it, …
Read More »There Are More Mines Coming Soon To A Dune Near You. “Planned” Permian Capacity Now Exceeds Demand Forecasts
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. …
Read More »Lizard vs. Mine – This Is A Big Deal That Rallied O&G Leaders In Midland This Week
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 …
Read More »Permian Sand Mine Refresh: All The New Sites In An Excel Download
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 …
Read More »Another Day, Two More New Permian Sand Mines (Including The Biggest Yet)
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 …
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