Last week, we published a current snapshot of the Permian Basin sand picture which subscribers can download in excel. This is an accurate snapshot of “known” future in-basin mines; however, we encourage readers to remain vigilant and not get too comfortable with any analyst’s estimates of planned in-basin capacity just yet. …
Read More »Permian Sand Mine Refresh: All The New Sites In An Excel Download
The Permian frac sand mine story has been moving at light speed. During conversations with several readers this week, we simply paused and marveled at the pace of newsflow in this trend. Even for those of us that keep up with the story very closely, reference points can quickly become …
Read More »Another Day, Two More New Permian Sand Mines (Including The Biggest Yet)
Just when you thought it couldn’t get any hotter, the Permian frac sand rush heated up again this week. Two more mine sites were announced in the Permian on Thursday, including the largest to date. We now count 11 “firm” Permian mine sites, with rumors floating around of at least …
Read More »US Silica Files Permian Mine Permit
Back on June 12 US Silica announced their entrance into the Permian Basin frac sand mining space. This week, new details have emerged… 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. …
Read More »Hi-Crush Permian Frac Sand Mine Progress Picture
A quick update on Hi-Crush’s new Permian mine here – specifically a picture shared with us taken from just outside their facility a few days ago. 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 »Permian Basin Leading Indicator Strengthens In June Despite Macro Headwinds [Charts]
For this update we took a quick look at month-to-date horizontal drilling permitting activity in the Permian Basin. 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 …
Read More »Permian Frac Sand Mine Scattershooting Part 2
Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity. In a two part series starting last week and concluding today, we are …
Read More »US Silica Makes An Expected Entrance Into The Permian Sand Race
On Monday after the close, US Silica announced that they will built a 4mmtpa plant “equidistant to the hearts of both the Delaware and Midland Basins.” We break down what you need to know and provide context on this announcement. There’s a lot more to this story… Login to see the …
Read More »The 8th Permian Basin Frac Sand Mine Permit Is On File, And 3 More May Be Coming Soon (>30mmtpa Capacity Now Planned)
Here is the latest data-point in the emerging Permian Basin frac sand mine build-out. Who filed the permit, when, where, and what’s next in this update. 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 »A Permian Sand Mine Challenge No One Is Talking About Yet… Thoughts On The Impending Hiring Spree.
Over the next nine months, Permian Basin frac sand miners will need to hire hundreds of workers to staff up the new mines they have planned. With the Permian Basin oilfield labor market already white hot and all the new hires slated for a sparsely populated area, where will the …
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