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 …
Read More »Hi-Crush Now Hiring Miners In Kermit
The first chapter in the Permian Basin frac sand mining story was the land grab (who was buying what where) and debate on viability. The 2H17 chapter will be execution, lab results, construction progress, and sales (whose construction is on time, whose deposit is better). One of the best datapoints to …
Read More »More. Pioneer Toys With New Completions “Version 3.2 – 3.5” [Follow The Leaders]
Today we are kicking off a new series, Follow The Leaders, in which we’ll be distilling real-time conceptual shifts discussed by leading unconventional E&Ps into quick, digestible updates. The purpose of this new series is to document only the most important big picture thinking, science, and experiments the US tight oil leaders are exploring …
Read More »Clarifying The Kerfuffle: A Permian Sand Rush Primer [Timelines, Maps, Players, Catalysts, Background]
Hard to believe, but there are only six weeks left in the first half of the year. And what a first half it has been for the Permian Basin frac sand story. This year, the Permian Basin sand land grab burst on the scene like TNT, capturing the entire industry’s attention and …
Read More »Construction Imminent On TWO Black Mountain Permian Frac Sand Mines. 8mmtpa Designed Capacity Confirmed
Black Mountain’s message to the market has been that they would build one 4mmtpa frac sand plant in the Permian first with more facilities on their extensive 26,000 acre footprint to follow at future dates. We’ve recently heard some chatter about the company shifting to a two site initial roll …
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