We have sorted through 1,000+ pages of E&P conference call transcripts to come up with the most important things customers are saying about 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 …
Read More »DSL Plot Will Thicken As The TCP Is Re-Written
Here lately, the DSL has taken a back seat to other risks like trucking. But now it’s little head is popping up in the sand. Here’s the very latest on this species saga. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking [Permian Points 2]
This is our second installment of Permian Points (oilfield service market quick hits) after devoting a full week to boots-on-the ground reconnaissance in the Permian Basin in February (revisit part one here). We met with industry contacts, visited facilities, and made observations from the road. Here are some of our key takeaways, thoughts, …
Read More »Preferred’s Monahans Frac Sand Plant Is On Track To Open Soon
A couple weeks ago, we had the opportunity to visit the construction site of Preferred Sands Monahans Frac Sand Plant. We met with the company’s president and the Monahans plant manager to learn the latest about this regional sand producer’s plans for West Texas. Here are the key takeaways from …
Read More »Smart Sand Is Still In A Holding Pattern On Permian Plant Construction
This week at an investor conference, Smart Sand discussed their latest thoughts on building an in-basin plant in the Permian. 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 …
Read More »Super-Size Me – With Vest Halfway Ramped Up, Black Mountain Ups The Ante Again
We met with Black Mountain’s management team on location in the Permian Basin last week. During our mine tour, we learned exclusive details about the company’s recent operational performance and new objectives for 2018/2019. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Permian Points Part 1: In-Basin Sand Spot Pricing Discussion & The Race For Seventh Place
In addition to taking it all in from the West Texas roads this week, we’ve met with management at four in-basin sand mines, two OFS firms, and a regional transportation alliance. We also hosted a well-attended reader meetup in Odessa yesterday and have two more frac sand mine visits behind …
Read More »A Permian Door Opens As A Brady Door Closes
Exclusive details about the Brady plant closing and what’s next for its owner. Hint, everything on wheels is headed to the Permian… 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 …
Read More »Ride Along With Us On Day One Of Five In The Sandpatch [Photo Journal]
The sand boom is highly visible out in West Texas. From the silos and dry plants going vertical to the long lines at transload to the boxes parked at every truck stop – frac sand is literally everywhere you look. Oilpatch is an outdated descriptor for the industrial activity going on …
Read More »Key Takeaways From The Petroleum Connection’s 3rd Annual Frac Sand Industry Update
Last Friday, we mixed with 150 attendees at the frac sand industry conference hosted by the Petroleum Connection in Houston. The event was oversubscribed – there was a waiting list of 20+ potential attendees. Here are our key takeaways from the conference. There’s a lot more to this story… Login …
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