Tag Archives: frac sand

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 …

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 …

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, …

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. …

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 …

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 …

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 …

On the same day this week, both Halliburton and Forum Energy Technologies made acquisitions in the artificial lift space. Specifically, each firm announced a deal to take out a privately held electric submersible pump (ESP) target. The coincidental timing and shared ESP focus of the deals has inspired some exaggerated …

A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. 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 …

Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …