The letter’s rhetoric will almost certainly cause some market observers to start taking the under on how much Permian sand is actually going to make it out of local mines. It will almost certainly be looked back on as a starting point for more formal environmental opposition. We summarize the …
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On Monday after the close, US Silica announced that they will built a 4mmtpa plant “equidistant to the hearts of both the Delaware and Midland Basins.” We break down what you need to know and provide context on this announcement. There’s a lot more to this story… Login to see the …
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Can lower quality, logistically advantage frac sand deposits take on and potentially displace Northern White supply railed into the hottest completions markets? This question has quickly rocketed up the controversy leader-board, becoming one of the most hotly contested debates in the entire upstream industry today. As the first industry publication …
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Infill Thinking Lifting the O&G knowledge curve
