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 »Two Fatalities In Permian Frac Sand Handling In As Many Months Raise Concerns
This is the kind of update we hate to write. Every O&G company we know goes to great lengths avoid fatal accidents. Few industries emphasize safety as much as O&G. But in a physical business like this, occupational hazards are very real. Our coverage will serve two purposes and two …
Read More »Update On Permian In-Basin Mine Number Two, Mine Number Three & Contracting Competition
Several Permian Basin mines are now shipping sand. But only one is still fully operational. What’s the latest on the next two in terms of startup schedules? Based on our recent discussion with management teams of the new plants approaching the finish line, we provide readers with a status update …
Read More »We Still Can’t Find This Mine, But We Found The Job Ads…
We are tracking 19 new frac sand mines worth 70mmtpa in the Permian Basin. We know where all but one of them are. We got some indication that the mystery site is moving forward this week, but we still don’t have a location… There’s a lot more to this story… …
Read More »Environmentalists Blitz The W. TX Sand Miners, TCP, & E&P
A leading environmentalist group has issued a new report on sand production in the Permian Basin and it’s impact on the dune sagebrush lizard. The report says sand mining is a threat to the lizard that overshadows all the rest. Login to get the details on this new development… There’s a …
Read More »Monday Night Football Was A Snooze… Hi-Crush’s Analyst Night Packed A Bigger Punch
While the Lions were busy pummeling the Giants 24-10 on Monday night, Hi-Crush was hosting an analyst day (or night as it were) for investors. Over dinner at the Holiday Inn in Odessa Texas, the event showcased nine senior executives providing an in-depth overview of the company’s business and introducing …
Read More »BREAKING NEWS: Schlumberger Enters The West Texas Frac Sand Mine Race
This news elevates the West Texas frac sand mining rush into a whole new stratosphere. It just went from something frac sand specialists were very focused on to something everyone will be focused on. The little sand dune mining story just went mainstream folks. At Infill Thinking, we’ve been covering …
Read More »Hi-Crush Permian Frac Sand Mine Progress Picture
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 …
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