Last week, we visited the construction site of Badger Mining Corporation’s new Permian Basin frac sand plant. We toured the location with project manager Dan Koxlien to get a feel for the company’s timeline and future plans. We learned some interesting new details about plant size, last mile logistics, rail potential, coating …
Read More »In Basin Sand Trend Jumps Plays, Follows An Infill Thinking Reader Survey Prediction
There’s a new local frac sand mine in the works and it’s important because it marks the spread of the in-basin frac sand rush to a new play – a play our survey last year was very likely to attract new entrants. There’s a lot more to this story… Login …
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 …
Read More »It’s Been Wetter Than Normal This Year In Arid Winkler County. Here’s A Chart And Why It Matters
The Kermit area is extremely dry, having averaged just 11 inches of precipitation per year since 2000 per NOAA records. That’s only about 1/3rd of the national average. Locals we are in contact with as well as some environmental experts we’ve spoken with recently have mentioned that it has been …
Read More »Building Rock Solid Environmental And Safety Programs In The Shifting Sands Of West Texas [Guest Post]
As the Permian frac sand mining story moves from the exploration phase to the execution phase, we thought it’d be interesting to get Tommy Mathews‘s view on the challenges and considerations that Permian miners should be thinking about as they enter production mode. The land grab is over. It’s time …
Read More »A 2nd Permian Basin Sand Mine Flips On The Switch
In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Bulletproofing Black Mountain – A Look Behind The Gate
Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Hi-Crush Makes A Case For Limited Lizard-Related Production Interruption Risk
Since the Texas Comptroller’s letter singled out sand producers last week, West Texas miners have been inundated with questions. Investors and customers alike are becoming more concerned than ever about the trend’s exposure to Dune Sagebrush Lizard (DSL) habitat. We provide highlights from one company’s response supplemented with our firsthand knowledge from a …
Read More »A Permian Sand Mine Challenge No One Is Talking About Yet… Thoughts On The Impending Hiring Spree.
Over the next nine months, Permian Basin frac sand miners will need to hire hundreds of workers to staff up the new mines they have planned. With the Permian Basin oilfield labor market already white hot and all the new hires slated for a sparsely populated area, where will the …
Read More »Here’s What US Silica Has To Say About All The Permian Local Sand “Hoopla”
US Silica hosted a positive call to kick off 1Q17 earnings season for the frac sand industry this morning. The outlook provided was bullish for both demand and pricing. The company’s commentary on the emerging Permian local sands market both validated our own thesis and introduced cautionary notes into the …
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