Tag Archives: mining

Impressions, takeaways, and observations from phone time with Black Mountain Sand this week discussing their platform and latest strategic thinking in frac sand. 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. …

With damp sand usage increasing, a growing concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we follow up on a new system we profiled last year that is working to address this …

A year ago, a public sand company bought an idle mine after its owner restructured from bankruptcy. Here’s the latest on what they are doing with it. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

With damp sand usage increasing and operators exploring novel logistics / storage concepts (example), an emerging concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we sat down with a new team bringing …

Why It Matters: EOG’s outlook is closely watched as they are the shale bellwether – so here we summarize what matters for the D&C market from their call, starting with an interesting comment on sand… There’s a lot more to this story… Login to see the full update…  To read …

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

In this update, we break down an obscure data set – a second order effect of the frac crash – to produce fresh insights on the depth and velocity of frac market contraction in West Texas… There’s a lot more to this story… Login to see the full update…  To …

A big study was recently released finding favorably for Northern White Sand vs. in-basin sand. See what some smart completions engineers with ties to in-basin sand think here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …

In our last Friday’s in December guest post of 2019, a “reformed Northern White Sand apologist” penned an op-ed piece on disruption in the frac sand industry. It hinted at something we’ve been hearing about for several months… something could be the next disruptive wave in frac sand supply… There’s …