Tag Archives: in basin sand

Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …

This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …

After publishing a “petition may be coming” piece last week, we talked to several more market participants who confirmed they expect action soon. Meanwhile, there have been a couple interesting developments that set the table for the legal battle whenever it begins. There’s a lot more to this story… Login …

In an update earlier this week, we shared detailed production estimates for the seven Permian frac sand plants that we classify as open and commercialized. The obvious next question is: what’s the status of the next round of startups? We are tracking an additional 7 plants scheduled to open over …

This one is far afield from the pack and notable for four primary reasons. Login to read this exclusive on the newest Permian in-basin 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 …

In addition to the deeper Infill Thinking research updates published this week, three quick hits crossed our desk that are worthy of comment… 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. …

Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …

We highlight an interesting appearance at a San Antonio area job fair this week. 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 Infill Thinking, or your …

This is our fifth and final installment of Permian Points (quick notes from the road) from the first of two February trips we made to West Texas to gather on-the-ground market intelligence. Revisit Permian Points 1-4 at the links below: Permian Points 1 Permian Points 2 Permian Points 3 Permian …

This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …