Here’s a Tyner Energy Tweet – good follow on Twitter by the way – that will probably resonate with anyone that has i) spent time in the Permian oilfield and also ii) seen the movie Mad Max which features a fantastical fleet of muscle trucks racing around a post-apocalyptic desert. …
Read More »A Perfect Sandstorm Has Started A “Run On The Bank” In The US Completions Supply Chain
Last week, first Schlumberger and then Halliburton issued US onshore profit warnings for their completions businesses. Halliburton explicitly cited the frac sand supply crunch caused by railroad downtime as the primary culprit. Since then, we’ve had a chance to catch up with multiple private participants in this market to try …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
Read More »ELDisruption – E-Logs Are Reverberating Through The Oilfield, And It’s Not Even Hard Enforcement Yet…
Two months before ELD phase-in last year, we called on industry contacts to help illuminate the risk posed to oilfield activity by this new regulation. The results foretold significant adverse impacts in the already tight oilfield hauling business. With ELD phase-in turning one-month old last week, we caught up with many …
Read More »Black Mountain Vest’s Dryers Are On & Phase Two Of Their Highway Improvement Project Has Begun
Here’s the very latest on the 4mmtpa Black Mountain frac sand plant that is scheduled to start up this month. 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 »What’s Behind Your Blender? Introducing Well Site Frac Sand Handling Market Share Estimates
In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage. As completion intensity exploded over the past few years, frac sand handling at the well-site just before it enters the blender and is …
Read More »$3.5 Billion Per Year. That’s How Much Cash Permian Dune Sand Could Save The US E&P Industry [Economic Impact Study]
A year from now, 20 new Permian frac sand mines could be operational if all build-out plans unfold as expected. Many risks linger in this story, particularly surety of supply at the wellhead and downhole performance. But let’s imagine for a moment a future world where the West Texas frac sand …
Read More »Cattle Guards Cause Permian Sand Truck Traffic To Reroute
In July, we wrote about the risk of hidden delays for trucks carrying locally sourced frac sand from new plants direct to wells, noting that some challenges are impossible to understand by simply looking at a map. These are things like stop lights, rail crossings, road quality, school zones, left …
Read More »Ghosts Of Frac Sand Past, Present, And Future [Rigs vs. Mines Maps]
Since April, the geo-transformation of the frac sand business has accelerated. In the following charts, we’ve taken our previously published rigs vs. mines cartographical analysis a step further. In the slideshow below, we’ve included a map of historical frac sand supply sources, the new map with three West Texas in-basin …
Read More »About 80 Trucks A Day Are Moving Out Of Aequor’s Gates Out In Culberson County Right Now
We checked in with Aequor management out in Culberson County for an update on the Permian Basin’s second online 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 must be a member. If …
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