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 Oilpatch is an outdated descriptor for the industrial activity going on …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 …
Read More »Permian Basin SWD Conference Call Takeaways
A few key points we found fascinating on the Permian basin produced water market and SWD situation in this update from a webinar hosted by Digital H2O on Wednesday. There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Within A Week, The Lights Will Be On Above 16mmtpa Of Permian In-Basin Frac Sand Capacity
Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …
Read More »Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]
We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 …
Read More »A Permian New Entrant Just Permitted A 2nd West Texas Mine, Pushing The Total Potential Local Plant Count To 24
Get all the details on the Permian’s latest frac sand mine to be announced… 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 Infill Thinking, or your …
Read More »In-Basin Sand Plant Construction Risk Fading… Most Permian Mines WILL Be Built. Focus On Production Risks Now [Chart Of The Day]
For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …
Read More »High Roller Sand Will Announce Their Grand Opening Next Week [Exclusive]
We had a chance to speak with this private new entrant’s management team and received an advance exclusive on news the company will be releasing to the broader market next week. All the details about this new in-basin sand plant’s startup are in the full article. There’s a lot more …
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