wet sand Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Thu, 07 Mar 2024 22:38:40 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png wet sand Archives - Infill Thinking https://www.infillthinking.com 32 32 Fila-Mar’s K2 Sands Wet Pile System Field Demonstration Takeaways [Notes From The Road] https://www.infillthinking.com/infill-thoughts/k2-sands-wet-pile-system-field-demonstration-takeaways-notes-from-the-road/ https://www.infillthinking.com/infill-thoughts/k2-sands-wet-pile-system-field-demonstration-takeaways-notes-from-the-road/#respond Thu, 07 Mar 2024 22:01:05 +0000 https://www.infillthinking.com/?p=34087 We traveled into the heart of the Permian to see a new wet sand pile system 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, or your membership …

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We traveled into the heart of the Permian to see a new wet sand pile system this week.

There’s a lot more to this story…

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Hate To Sound Like A Broken Record… But… +2 Permian Sand Plants… Again [Data Alert] https://www.infillthinking.com/infill-thoughts/hate-to-sound-like-a-broken-record-but-2-permian-sand-plants-again-data-alert/ https://www.infillthinking.com/infill-thoughts/hate-to-sound-like-a-broken-record-but-2-permian-sand-plants-again-data-alert/#respond Fri, 01 Mar 2024 14:02:23 +0000 https://www.infillthinking.com/?p=34020 Important sand supply update in the Lower 48’s largest frac sand market. 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, or your membership has expired, please email us to …

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Important sand supply update in the Lower 48’s largest frac sand market.

There’s a lot more to this story…

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+2 Permian Wet Sand Plants & 4Q23 Activity Update [Data Alert] https://www.infillthinking.com/infill-thoughts/2-permian-wet-sand-plants-4q23-activity-update-data-alert/ https://www.infillthinking.com/infill-thoughts/2-permian-wet-sand-plants-4q23-activity-update-data-alert/#respond Tue, 20 Feb 2024 15:30:24 +0000 https://www.infillthinking.com/?p=33949 Important sand supply update in the Lower 48’s largest frac sand market. 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, or your membership has expired, please email us to …

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Important sand supply update in the Lower 48’s largest frac sand market.

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, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility… https://www.infillthinking.com/quick-thoughts/another-new-permian-sand-mining-entrant-coming-in-with-a-kermit-production-facility/ https://www.infillthinking.com/quick-thoughts/another-new-permian-sand-mining-entrant-coming-in-with-a-kermit-production-facility/#respond Tue, 20 Feb 2024 15:26:58 +0000 https://www.infillthinking.com/?p=33950 We learned about another new damp frac sand plant in the Permian Basin coming online in 2024. 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, or your membership has …

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We learned about another new damp frac sand plant in the Permian Basin coming online in 2024.

There’s a lot more to this story…

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A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner [EXCLUSIVE] https://www.infillthinking.com/infill-thoughts/a-coming-soon-sign-a-surprise-phone-call-and-revelations-on-a-new-permian-frac-sand-miner-exclusive/ https://www.infillthinking.com/infill-thoughts/a-coming-soon-sign-a-surprise-phone-call-and-revelations-on-a-new-permian-frac-sand-miner-exclusive/#respond Mon, 19 Feb 2024 18:21:42 +0000 https://www.infillthinking.com/?p=33940 We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan… 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 …

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We caught up with the team behind a new frac sand mining initiative in West Texas to learn more about their growth plan…

There’s a lot more to this story…

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Wet Sand Revolution – A Dual Solution Launch [Notes From The Road & Yard Demo] https://www.infillthinking.com/infill-thoughts/wet-sand-revolution-a-dual-solution-launch-notes-from-the-road-yard-demo/ https://www.infillthinking.com/infill-thoughts/wet-sand-revolution-a-dual-solution-launch-notes-from-the-road-yard-demo/#respond Sun, 14 Jan 2024 18:31:33 +0000 https://www.infillthinking.com/?p=33804 On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution. Here is what we learned from our time in the field seeing their gear in a yard demonstration. There’s a lot more to this story… Login to see the full update…  …

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On a windy Permian morning a week ago, we spent some time with the management team behind an impressive, dual-pronged damp sand handling solution.

Here is what we learned from our time in the field seeing their gear in a yard demonstration.

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, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Piling On In 2024 – New Wellsite Storage Player Is Betting Big On Damp Sand Growth [Exclusive] https://www.infillthinking.com/infill-thoughts/piling-on-in-2024-new-wellsite-storage-player-is-betting-big-on-damp-sand-growth-exclusive/ https://www.infillthinking.com/infill-thoughts/piling-on-in-2024-new-wellsite-storage-player-is-betting-big-on-damp-sand-growth-exclusive/#respond Fri, 05 Jan 2024 14:04:35 +0000 https://www.infillthinking.com/?p=33717 Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they see as a disruptive modality …

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Just before the holidays, we had an opportunity to connect with a new brand name in frac sand logistics to lean more about their system and growth. The platform is new, but the team has been in the O&G business for a while and is committed to bringing what they see as a disruptive modality to the frac supply chain. Here’s what we learned…

There’s a lot more to this story…

Login to see the full update… 

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Large South Texas Sand Hauler Makes A Big Trailer Fleet Shift [Exclusive] https://www.infillthinking.com/infill-thoughts/large-south-texas-sand-hauler-makes-a-big-trailer-fleet-shift-exclusive/ https://www.infillthinking.com/infill-thoughts/large-south-texas-sand-hauler-makes-a-big-trailer-fleet-shift-exclusive/#respond Thu, 21 Dec 2023 16:05:24 +0000 https://www.infillthinking.com/?p=33747 We caught up with a large sand hauler to learn about fleet strategy, payloads and more… 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, or your membership has expired, …

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We caught up with a large sand hauler to learn about fleet strategy, payloads and more…

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, or your membership has expired, please email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year… https://www.infillthinking.com/infill-thoughts/a-permian-damp-sand-plant-takes-a-winter-break-its-not-all-additions-to-damp-supply-this-year/ https://www.infillthinking.com/infill-thoughts/a-permian-damp-sand-plant-takes-a-winter-break-its-not-all-additions-to-damp-supply-this-year/#respond Wed, 13 Dec 2023 22:17:15 +0000 https://www.infillthinking.com/?p=33701 Interesting new data points on wet sand that buck the trend this year… 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, or your membership has expired, please email us …

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Interesting new data points on wet sand that buck the trend this year…

There’s a lot more to this story…

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We Found A New Wet Sand Mine In The Permian From A Familiar Name [Data Alert] https://www.infillthinking.com/infill-thoughts/we-found-a-new-wet-sand-mine-in-the-permian-from-a-familiar-name-data-alert/ https://www.infillthinking.com/infill-thoughts/we-found-a-new-wet-sand-mine-in-the-permian-from-a-familiar-name-data-alert/#respond Tue, 28 Nov 2023 18:37:53 +0000 https://www.infillthinking.com/?p=33641 There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project. Although we’ve heard some rumblings about this project for several months …

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There’s more damp sand becoming available in the Permian, continuing a trend we quantified recently here. Specifically, we’ve identified a small new wet sand mine that is operational now, located south of Odessa. Vista Minerals (formerly Vista Proppants and Logistics) is behind the project.

Data Alert: this mine has been added to our Permian local sand database with additional details for data clients to access here. It’s the 44th local mine we are now monitoring in the basin. Several other small tweaks are also highlighted in the refreshed Excel download.

Although we’ve heard some rumblings about this project for several months now, including recently on the sidelines of the frac sand conference in San Antonio, Vista managed to keep this project under wraps pretty well as it came together. They still aren’t commenting on it, so we are going off public record for this update.

This week, we did some homework and learned quite a bit about the “Locker Mine” (as it is named in Federal filings) from our review of public records and satellite imagery.

The new site is registered under a shell company name – Damp SandCo, LLC – but public records link the shell co to Vista Minerals. Damp SandCo, LLC shares the same HQ address in Fort Worth as Vista Minerals does, and public filings list Vprop Operating as a contact. The APO permit lists Vista’s Granbury mine site as the mailing address in the contact info. Recall that Vista Proppants (or VProp) recently rebranded as Vista Minerals and their new website shows their new logo and name.

Data clients should go grab the Permian mine database we refreshed this morning here if they would like to see coordinates, permit details, satellite imagery, strategy analysis and more.

For all Infill Thinking members, here are some key takeaways from our research on the new mine:

    • new site is located in Crane County, south of Odessa
    • this is Vista’s second Permian local sand plant
    • it is about 25 miles away from Vista’s flagship Permian mine as the crow flies
    • location suggests new site is targeting southern Midland Basin customers, expanding their markets served with logistical advantage and officially moving into the wet sand market with a dedicated wet sand site
    • satellite imagery and our firsthand knowledge from putting boots on the ground in this area many times suggests that this site has extensive mineable material (i.e. decades of reserves)
    • based on what we can see of the plant in recent satellite imagery, we’d estimate nameplate will be in the 1 to 2mmtpa range
    • as the shell company name suggests, this appears in the satellite imagery we reviewed to be a wet sand only operation (we don’t see dryers on location), but we do find some air permitting activity in Sept / Oct here
    • TX APO permit was completed in August, and MSHA lists site status as “New Mine” (no headcount or hours reported yet, suggesting recent startup – we are going with an October online assumption based on recent satellite imagery)
    • satellite imagery shot in mid-October showed that the site is fully built, operational, and appears to have thousands of tons of product stockpiled on the ground ready to ship (see the Excel database comment on the new mine for the image)

More details in the data here>

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