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 …
Read More »Biggest Losers From Eagle Ford Sand Mining According To Emerge & Other Key Takeaways From Their Analyst Day
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 …
Read More »Construction Imminent On TWO Black Mountain Permian Frac Sand Mines. 8mmtpa Designed Capacity Confirmed
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 …
Read More »Assorted Market Intel Bullet Points To Cap Off Frac Sand Reporting Season [5-Minute Read]
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 …
Read More »More. Smart Sand Inc. Is Well On Its Way To Tripling Oakdale Production
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. …
Read More »Planned Permian Sand Mine Count Up To Six As We Uncover Two Permits Filed From Pennsylvania
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 …
Read More »Why Permian Sand Mines Will Work. And Why They Won’t Work Too…
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 …
Read More »Some Big Names Are Behind Permian Frac Sand Mines 3 & 4. Exclusive Details Here As The In-Basin Rush Heats Up
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 …
Read More »Here’s The First Look At The Permian Basin’s Original Frac Sand Mine [Progress Pic]
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 …
Read More »Big Name Hedge Fund Shorts Sand Stocks Thanks Largely To Permian Dunes
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 …
Read More »