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. …
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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 …
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Can lower quality, logistically advantage frac sand deposits take on and potentially displace Northern White supply railed into the hottest completions markets? This question has quickly rocketed up the controversy leader-board, becoming one of the most hotly contested debates in the entire upstream industry today. As the first industry publication …
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US Silica hosted a positive call to kick off 1Q17 earnings season for the frac sand industry this morning. The outlook provided was bullish for both demand and pricing. The company’s commentary on the emerging Permian local sands market both validated our own thesis and introduced cautionary notes into the …
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Infill Thinking Lifting the O&G knowledge curve
