Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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, …
Read More »Canary In The Coal Mine? A Pecos Spring Just Went Dry For Just The Third Time In Recorded History
On the heels of an industry-first Delaware Basin water deal signed about a week ago comes a report from a Permian rancher to our desk that a historic spring has gone dry. In this update, we examine the brackish water requirements implied by frac sand volumes, discuss the dry spring’s …
Read More »Sand In The Wind: Charting West Texas Vs. Wisconsin Air Currents
Wind presents a big risk factor for West Texas mines. It’s a challenge that mine builders don’t have to design to in Wisconsin, so cookie cutter designs may face issues with open sand pile erosion. After a windy week in West Texas, we put pen to paper to chart the …
Read More »New Discussion: If Risks Hypothetically Derail In-Basin Sand Supply, Will Permian Transload Capacity Be Enough?
There is a new discussion topic over in our members-only discussion forum today. Click here to read the full thread and discuss In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations. Understandably, investment appetite …
Read More »Update On Permian In-Basin Mine Number Two, Mine Number Three & Contracting Competition
Several Permian Basin mines are now shipping sand. But only one is still fully operational. What’s the latest on the next two in terms of startup schedules? Based on our recent discussion with management teams of the new plants approaching the finish line, we provide readers with a status update …
Read More »Unimin’s Permian Plant Location Finally Revealed
The long awaited Unimin Permian sand mine location has finally been announced. A new filing reveals one of the best kept secrets of the Permian Basin sand mine rush: where will Unimin build their plant? There’s a lot more to this story… Login to see the full update… To read …
Read More »Preferred Sands Confirms Commitment To Build Two Permian Plants, Shoots Down Oilfield Speculation Of A Cancellation
Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. 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 »US Onshore Rig Count Keeps Sliding… Except In The Permian
The US land rig count peaked most recently on August 4, 2017. Since then, it is down 21 rigs and down again slightly this week. Without the Permian Basin, it’d be down even more. There’s a lot more to this story… Login to see the full update… To read this …
Read More »Local Media In West Texas Now Reporting That A DSL Listing Petition Is Imminent
The local press in West Texas reports that a listing petition is to be filed imminently. This could impact both Permian E&P and frac sand producers. 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 »Read The Preferred Sands Response To Recent In-Basin 40/70 Criticism
The debate around in-basin 40/70 grade frac sand quality heated up earlier this week when one Permian sand producer argued vigorously that customers will not buy local 40/70 because it is too fine and fragile. Preferred Sands, whose West Texas reserve profile is 50% 40/70, shared their response to this …
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