Tag Archives: production ramp up

In this update, we chart an important activity metric that probably peaked in the Permian in-basin sand industry during 1Q19. 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 …

The great local sand rush of 2017-2018 has cooled off in 2019 after industry-wide frac sand pricing collapsed into a trough over the past 6-9 months. We estimate that Permian FOB mine prices are down some 65% y/y, which has put a damper on interest in expansion projects (greenfield or …