In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6). It didn’t take long for this prediction to pan out… the first datapoint …
Read More »The Haves And Have Nots Of Local Sand [Chart Of The Day]
In the wake of the Mid-Con sand rush, we were left wondering just how many US completions will have access to plentiful local sand supply in the years to come. So we did some math and discovered that X% of US completions will soon have a local sand mine in …
Read More »Are You Ready For This Month’s Dust Rule Phase-In? A Brief Discussion About OSHA Compliance [Friday Guest Post]
Over the past 12 months, US E&P procurement teams have been under immense pressure to keep up with frenetic growth. The time suck of dealing with immediate challenges like frac consumable shortages and logistics issues has been huge. In fact, because of these pressing issues we believe that some operators …
Read More »A Self-Proclaimed “Sand Snob” Laughed At The Regional Sourcing Trend Six Months Ago. He’s Not Laughing Anymore…
The customer is always right, and here is what they are saying about the frac sand they are buying. 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 Silica Explains Permian Plant Delays, Says One Big Customer Has Switched Back To NWS [Live Blog Complete]
We live blogged our takeaways from the US Silica earnings conference call on Tuesday morning… 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 »The New Face Of Frac Sand? Permian Startups Take The House Floor In Austin [Testimony Recap]
Last Wednesday, Hayden Gillespie (Chief Commercial Officer of Black Mountain Sand) and Bud Brigham (Chairman of Atlas Sand) testified in front of the Texas House Of Representatives Energy Committee. If you missed their testimony, no worries took it in and recapped the highlights here. Some interesting market intel and perspective on …
Read More »During A Short Ride With Atlas Sand, We Saw Firm Commitment To The Long Haul
Atlas Sand was one of six in-basin sand plants (various stages of development) that we visited in the Permian Basin in early-February. Like with our five other in-basin frac sand stops, our purpose here was simply to learn more about the company’s in-basin initiatives and document our observations. In this …
Read More »It Took Just Over 400 Frac Sand Trucks To Break A STACK Record [Follow The Leaders]
We did some math on the record breaking well announced by the STACK leader this week. 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 »This Large Permian Operator Will Cautiously Start Replacing Northern White Sand With Local Next Quarter
We’ve heard from a lot of sand producers lately on the prospects of and plans for in-basin sand. More important of course is the commentary from E&P companies. We’ll be hearing a lot more from them as 3Q17 reporting season rolls around here in about three weeks. Here’s what one …
Read More »Reader Response To The Latest Permian Mine News
We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …
Read More »