Last week, we put boots on the ground in the Permian for a mine tour. Here are some takeaways… 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 …
Read More »Photos From The Road – Permian Field Trip
It was great to be back out in the Permian Basin to meet with folks and visit various job sites this month. We posted 13 key observations in this recent post. Today, we wanted to share more boots on the ground insights from our trip and what better way than …
Read More »Notes From The Road – 13 Permian Field Trip Datapoints + A Fridge Status Update!
It felt great to be back in the Permian Basin this week. Special thanks to all of you who took some time to meet with us, take us out in the field to show us your operations, and attend our Member Meetup. We are humbled by just how incredibly smart …
Read More »Local Sand Capacity In “No Growth Mode” Everywhere Except Two Regional Markets… [Chart Of The Day]
In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …
Read More »Live From New York… It’s A Notable Datapoint On South Texas Local Sand Adoption
We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Four Levers In-Basin Mines Can Pull To Lower Opex/Ton [Guest Post]
In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
Read More »Frac Sand Take-Or-Pay Contract Settlement Negotiations Intensify Amid Market Turmoil
Something Emerge Energy Services said about negotiations with contracted customers on their volumes this week stood out to us. 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 …
Read More »Railing Local Permian Sand Outside The Basin Might Be History. Is Railing It Inside The Future?
By this time next year, you may be hearing a whole lot more about a new way to move local sand. In this Thinking Ahead update, we “do the numbers” on a cutting edge idea in sand logistics. There’s a lot more to this story… Login to see the full update… …
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 »Going Local Part 2: US Independents Are “Backing Up The Truck” On In-Basin Sand
Several weeks ago in this update, we documented an inflection on local sand adoption. Recent proppant customer commentary has remained on trend – here’s what’s new. 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 …
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