Last Wednesday, Hayden Gillespie (Chief Commercial Officer of Black Mountain Sand) and Bud Brigham (Chairman of Atlas Sand) testified in front of the Texas House Of Representatives Energy Committee. If you missed their testimony, no worries took it in and recapped the highlights here. Some interesting market intel and perspective on …
Read More »The Texas Frac Sand Rush Lands On The State Legislature’s Agenda
The rapid advent of frac sand mining in Texas is not only drawing governmental attention from the Texas Comptroller’s office because of environmental impacts. Now the Texas legislature is taking a look too. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »It’s Official. 3Q18 Startup Targeted For Preferred’s Mid-Con In-Basin Plant
There are new details on the first big Mid-Con frac sand mine… and it could be here sooner than you might think. 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 »Just How Much Local Permian Sand Is Actually Shipping? Here Are Today’s Plant-By-Plant Production Estimates
In this update, we’ve canvassed the Permian in-basin frac sand mining scene to get a read on the timing of local sand availability. 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 Eagle Ford Could Be Fully Supplied By Local Sand Soon
If new Eagle Ford frac sand producers execute on the plans we’ve uncovered, then South Texas completions activity could be fully supplied with local proppant in the near future. That’s what the summation of our research suggests. In this report you’ll find a detailed data driven accounting of what we …
Read More »During A Short Ride With Atlas Sand, We Saw Firm Commitment To The Long Haul
Atlas Sand was one of six in-basin sand plants (various stages of development) that we visited in the Permian Basin in early-February. Like with our five other in-basin frac sand stops, our purpose here was simply to learn more about the company’s in-basin initiatives and document our observations. In this …
Read More »Plant Construction Updates, A Last Mile Evaluation, A 500 Truck-Per-Day Milestone, And More… [Permian Points 4]
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 …
Read More »7 Signs That The Handwriting Is On The Wall For Regional Brown Sand
The Texas regional sand plants in Brady TX are very busy today. Right now it’s all hands on deck and regional brown sand plays a very important role in this undersupplied market. But will it still be “all hands on deck” in late-2018 and 2019? We’ve picked up on some …
Read More »Smart Sand Is Still In A Holding Pattern On Permian Plant Construction
This week at an investor conference, Smart Sand discussed their latest thoughts on building an in-basin plant in the Permian. 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 »After A Few More In-Basin IPOs Like Vista, Frac Sand Stocks Will Outnumber Offshore Drillers 2 To 1
Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …
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