Tag Archives: permian basin

Last week, we brought you news of a third facility Black Mountain is building in its core market, the Permian Basin. As expected, the permit was filed on Friday and we’ve learned a bit more about the new plant from that… There’s a lot more to this story… Login to …

In terms of the current unconventional drilling rig count, this formula works to within a rounding error. Although it’s probably not a huge surprise to most Infill Thinkers, it’s still some mind-blowing arithmetic: There’s a lot more to this story… Login to see the full update…  To read this update …

The Permian is the epicenter of the in-basin frac sand trend. Local sand sourcing is a trend that will be on display in full force in Ft Worth this week as upstream executives gather to talk all things Permian. But the magnitude of the trend’s reach into other geo-markets is …

Many of our subscribers have descended upon Fort Worth this week for the large Permian Basin executive confab going on there. We’ve prepared the following “cheat sheet” of talking points in advance of the event. We tried to go a layer deeper than the agenda in this exercise, focusing on …

Following up on our plant-by-plant review of Permian Basin frac sand production last week, we’ve also updated our estimates for the play’s frac sand demand broken down by supply source. In this update, you’ll see the chart and a bullet point list of our latest thoughts as we look at …

Six weeks ago, we assessed Permian in-basin frac sand production at an annualized rate of 15mmtpa coming from 7 operational facilities. This week, we updated our assessment, finding that local sand production has increased significantly in the past six weeks. In fact, daily local proppant availability is up X%, with the …

With the Midland crude basis differential widening to as much as $15/bbl, we’ve received inbound questions from quite a few supply chain subscribers (and Bloomberg News too) asking about the impact on oilfield service activity and logistics. Here is an executive summary of the Permian producers’ view, our view, and …

Get the latest on Preferred Sands’ multi-barrel approach to adding frac sand capacity in the big oil plays. 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 new to …

Admittedly, predicting the timing of the DSL listing petition has proven difficult. That said, we suggest readers revisit this in-depth guide over the weekend to be braced for come what may…   There’s a lot more to this story… Login to see the full update…  To read this update and …

Last Wednesday, Hayden Gillespie (Chief Commercial Officer of Black Mountain Sand) and Bud Brigham (Chairman of Atlas Sand) testified in front of the Texas House Of Representatives Energy Committee. If you missed their testimony, no worries took it in and recapped the highlights here. Some interesting market intel and perspective on …