Tag Archives: permian basin

Incident At Black Mountain Vest Plant

Late breaking news tonight of the unfortunate variety. Updates are being posted as we learn more… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven …

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Another Permian Mine Is About To Open [Exclusive]

We caught up with the management team of a private company gunning to open the next Permian mine. Read all about it here… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

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Is This The Biggest Frac Sand Contract Of All Time?

Quick thoughts on the breaking news Tuesday afternoon that a leading E&P has taken a stake in an in-basin frac sand plant. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current …

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Candid Covia CEO: “Oversupply Is Upon Us”

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

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Changes That Matter In The Texas Conservation Plan Re-Write

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

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All The Contractors Expect The Lower 48 Rig Count To Keep On Keepin’ On…

The US land contract drillers are currently unanimous Lower 48 rig count outlook… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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