The Kermit area is extremely dry, having averaged just 11 inches of precipitation per year since 2000 per NOAA records. That’s only about 1/3rd of the national average. Locals we are in contact with as well as some environmental experts we’ve spoken with recently have mentioned that it has been …
Read More »Monday Night Football Was A Snooze… Hi-Crush’s Analyst Night Packed A Bigger Punch
While the Lions were busy pummeling the Giants 24-10 on Monday night, Hi-Crush was hosting an analyst day (or night as it were) for investors. Over dinner at the Holiday Inn in Odessa Texas, the event showcased nine senior executives providing an in-depth overview of the company’s business and introducing …
Read More »Atlas Moves South With Their Second Permian Basin Frac Sand Mine
We report breaking news from one of the new entrants in the Permian frac sand mine race. We think through some interesting angles about this new plant plan, this player’s second disclosed in the Permian Basin. There’s a lot more to this story… Login to see the full update… To …
Read More »Building Rock Solid Environmental And Safety Programs In The Shifting Sands Of West Texas [Guest Post]
As the Permian frac sand mining story moves from the exploration phase to the execution phase, we thought it’d be interesting to get Tommy Mathews‘s view on the challenges and considerations that Permian miners should be thinking about as they enter production mode. The land grab is over. It’s time …
Read More »A 2nd Permian Basin Sand Mine Flips On The Switch
In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Sand Surveillance: 9 Interesting Market Insights From Last Week’s Investor Conference
Last week, more than 75 oilfield executive presented their outlooks at the Barclays Energy-Power conference in New York. We thumbed through all the transcripts to extract the most interesting new insights on the frac sand market. We glossed over pedestrian talking points, capturing only new and interesting stuff that we …
Read More »Spot Shortage Of Frac Sand On Location In The Eagle Ford? [Discussion Topic]
There’s a new discussion topic in our forum on the Eagle Ford frac sand situation post Harvey. We’ve been hearing from industry sources this week word about temporary supply chain issues in Eagle Ford frac sand. We share what we’ve learned and invite readers to weigh in. Read & Discuss …
Read More »Bulletproofing Black Mountain – A Look Behind The Gate
Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update… To read this …
Read More »8-Month New Supply Hiatus? Grade Mix, Damp Sand, Branding Bonanza, Sales Point, Excel File… [Permian Quick Hits 4]
This update is Infill Thinking’s fourth and final installment of crowd sourced datapoints and firsthand observations from our Permian visit last week. Most of our field trips in the Permian this time were focused on the new sand mining efforts around Kermit and logistics/storage from transload to wellsite. Subscribers have …
Read More »Hi-Crush Makes A Case For Limited Lizard-Related Production Interruption Risk
Since the Texas Comptroller’s letter singled out sand producers last week, West Texas miners have been inundated with questions. Investors and customers alike are becoming more concerned than ever about the trend’s exposure to Dune Sagebrush Lizard (DSL) habitat. We provide highlights from one company’s response supplemented with our firsthand knowledge from a …
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Infill Thinking Lifting the O&G knowledge curve