Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our CliffsNotes: There’s a lot more to this story… Login to see the full …
Read More »Dramatic Videos Of Extreme Permian Winds This Week Highlight An Underappreciated In-Basin Risk
We’ve got videos of West Texas sandstorms this week as well as thoughts on what the wind gusts mean for in basin frac sand. Spoiler alert – this is a significant and underappreciated risk and we explain why in this update… There’s a lot more to this story… Login to …
Read More »Cherry Picked Datapoints From A Bevy Of New O&G Presentations This Week
Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream. The presentation dump came ahead of the year’s first significant O&G investor conference this week. We have cherry-picked the following datapoints with 2018 implications from public …
Read More »A Chat With Capital Sand Permian About The New Frac Sand Plant Catching Some Folks By Surprise Today [Exclusive Interview With Company President]
News of another Permian frac sand plant is starting to make the rounds this week. We had a chance to catch up with the company’s president by phone to hear exclusive details about the growth plans. There’s a lot more to this story… Login to see the full update… To …
Read More »Mapping The Dunes – 6 West Texas Frac Sand Plant Maps [PDF Download]
After recent requests from subscribers, we’ve refreshed several different looks at the West Texas frac sand scene. Subscribers are able to download maps in pdf form. 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 …
Read More »$3.5 Billion Per Year. That’s How Much Cash Permian Dune Sand Could Save The US E&P Industry [Economic Impact Study]
A year from now, 20 new Permian frac sand mines could be operational if all build-out plans unfold as expected. Many risks linger in this story, particularly surety of supply at the wellhead and downhole performance. But let’s imagine for a moment a future world where the West Texas frac sand …
Read More »Revisiting Silicosis Prevention Resources After The 2017 Permian Frac Sand Rush [Guest Post]
The explosion of new industrial (silica) sand mining and processing operations in west Texas suggests the need for a review of one of the oldest known occupational diseases, silicosis, and the strategies that sand mining and processing operations can adopt to prevent the development of silicosis among their respective employees. …
Read More »Atlas Sand Unveils Permian Buildout Ambitions That Would Make Them The Largest US Frac Sand Producer By Today’s Standards
Big news in the Permian Basin local sands story from a player that has remained under the radar. This will have everyone talking today… 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 »Cattle Guards Cause Permian Sand Truck Traffic To Reroute
In July, we wrote about the risk of hidden delays for trucks carrying locally sourced frac sand from new plants direct to wells, noting that some challenges are impossible to understand by simply looking at a map. These are things like stop lights, rail crossings, road quality, school zones, left …
Read More »New Fresh Water Entrant Plans To Pipe Make-Up Water Into Kermit Area Frac Sand Mines
During recent conversations with several Permian Basin industry contacts, we caught wind that a new fresh water entrant is marketing third party fresh water via pipeline to the new construction frac sand mines going in around Kermit. We did a bit more digging and then called the company and received …
Read More »