Price is a powerful lever. And falling sand prices have extended payback periods for new greenfield frac sand plants. What does this mean for interest in building new plants? In this post, we take a data-driven look at the current status of a once-in-a-lifetime silica mining rush. There’s a lot …
Read More »Upcoming Eagle Ford In-Basin Frac Sand Mine Startups To Watch
What can Eagle Ford frac sand customers and suppliers expect for the rest of 2019 on the local sand greenfield front? We’ve rounded up data on the next round of plant startups. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…
In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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 »Still More Sand: Meet The New Kid On The Eagle Ford Block [Exclusive]
Interested in the new entrants that are flying below the radar in the completions supply chain? Well… you’ve come to the right place. We’ve unearthed another new frac sand project that will likely come as a surprise to many market observers. In this update, you’ll find an exclusive report on …
Read More »New MidCon Frac Sand Conversion Project Pushes The Oklahoma Greenfield Trend In A New Direction
While touring the MidCon to gather market intelligence back in September, we picked up on the potential for a frac sand mine to open near Oklahoma City. This morning, we can confirm that intelligence after connecting with the management team behind the project. Get the details in the full report… …
Read More »Is The Local Sand Rush Finally Ready To Pause In 2019? [Chart Of The Day]
As we prepare for a major Think Sheets release in the next week or so, we thought it’d be interesting to chart the appearance timeline of all the new mines that comprise the great frac sand rush of 2017/2018. There’s a lot more to this story… Login to see the …
Read More »10 Things To Know About The New Haynesville Shale Mine Beyond The Press Release
Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana. 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. …
Read More »The Government’s Take On MidCon Frac Sand Mining
We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon. 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 …
Read More »Ribbon Cutting Is Fast Approaching At The First Northwestern Oklahoma Frac Sand Plant
From what we could see driving up to and around the property (it was raining hard during our site visit), the first northwestern Oklahoma frac sand plant looked substantially complete with just last minute connections remaining on the punch-list. There’s a lot more to this story… Login to see the …
Read More »It’s Official: A New Mine Uncovered During Our MidCon Recon Trip Is Confirmed [Exclusive]
During our recent MidCon Recon trip, we learned from speaking with locals that a frac sand producer new to Oklahoma was actively looking at property for a new frac sand mine near Fay. We reported that datapoint in the first of several takeaway pieces from the trip several weeks ago. …
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