A year from now, 20 new Permian frac sand mines could be operational if all build-out plans unfold as expected. Many risks linger in this story, particularly surety of supply at the wellhead and downhole performance. But let’s imagine for a moment a future world where the West Texas frac sand …
Read More »Black Mountain Has A Multi-Year Frac Sand Contract… Infill Thinking Has A Mine-Gate Pricing Estimate
There’s been some talk in the market this week that sand customers might be skeptical of inking deals with startup sand producers. But what we heard from one E&P on Wednesday suggests just the opposite… Black Mountain has at least one long-term deal in the bag and probably more that …
Read More »Why Permian Sand Mines Will Work. And Why They Won’t Work Too…
The impact of in-basin sand on the US supply stack is not only the key debate in the silica industry today. It is the single most important debate in the entire US oilfield at present. Today, three-fourths of US frac sand is sourced north of the Mason-Dixon line, but there are …
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