Tag Archives: frac sand

Big news in the Permian Basin local sands story from a player that has remained under the radar. This will have everyone talking today… 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 …

In July, we wrote about the risk of hidden delays for trucks carrying locally sourced frac sand from new plants direct to wells, noting that some challenges are impossible to understand by simply looking at a map. These are things like stop lights, rail crossings, road quality, school zones, left …

Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …

For this update, Lonquist & Co. has shared some independently collected West Texas frac sand sample data with Infill Thinking. The results establish some third-party benchmarks for locally-sourced Permian proppant specs. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …

Three Permian Basin mines are producing frac sand today.  Over the next four months, six more plants are planned to begin commercial production in the Basin. Will all go according to plan? And who will win the race to be the next plant online? We have field-level updates on all …

High winds ripped through the West Texas dune strip during the past couple days, reminding us of fugitive dust and inventory erosion risks. West Texas poses a unique environmental challenge that the frac sand mining industry has never had to deal with at scale before. We believe wind will be …

This is the kind of update we hate to write. Every O&G company we know goes to great lengths avoid fatal accidents. Few industries emphasize safety as much as O&G. But in a physical business like this, occupational hazards are very real. Our coverage will serve two purposes and two …

Infill Thinking visited the third Permian Basin frac sand mine to come online back when it was under construction in August. With the plant coming online last week, we share exclusive details from our time on site with management as well as the very latest on the startup from our …

We checked in with Aequor management out in Culberson County for an update on the Permian Basin’s second online frac sand mine. 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 …