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 »Hiccups And Startups – The Very Latest On The First Nine Permian Basin Frac Sand Mines
Three Permian Basin mines are producing frac sand today. Over the next four months, six more plants are planned to begin commercial production in the Basin. Will all go according to plan? And who will win the race to be the next plant online? We have field-level updates on all …
Read More »In-Basin Adversary: 40mph Gusts In Kermit/Monahans Just Tested Sand Stockpiles
High winds ripped through the West Texas dune strip during the past couple days, reminding us of fugitive dust and inventory erosion risks. West Texas poses a unique environmental challenge that the frac sand mining industry has never had to deal with at scale before. We believe wind will be …
Read More »Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan
Anadarko’s 2018 capital spending program was released Thursday morning. It is one of the first detailed 2018 E&P budgets to be released this budget season. Given their focus on discipline and returns and leadership in crafting a sustainable framework for developing tight oil, Anadarko’s E&P capex budget should help establish …
Read More »About 80 Trucks A Day Are Moving Out Of Aequor’s Gates Out In Culberson County Right Now
We checked in with Aequor management out in Culberson County for an update on the Permian Basin’s second online frac sand mine. 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 …
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Infill Thinking Lifting the O&G knowledge curve