Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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 »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 »Bulletproofing Black Mountain – A Look Behind The Gate
Impressions, takeaways, and observations from a morning spent with Black Mountain Sand in West Texas touring their new sand plants Vest and El Dorado. A slideshow of construction pictures is included in this update. There’s a lot more to this story… Login to see the full update… To read this …
Read More »All Of Our Permian Field Trip Quick Hits Organized By Topic
Infill Thinking staff spent a full week in the Permian Basin in August 2017, touring facilities and visiting with contacts and management teams. We’ve collected 43 “quick hits” – crowd sourced datapoints and general market observations. Our time in the Permian was spent on the completions supply chain, particularly around …
Read More »8-Month New Supply Hiatus? Grade Mix, Damp Sand, Branding Bonanza, Sales Point, Excel File… [Permian Quick Hits 4]
This update is Infill Thinking’s fourth and final installment of crowd sourced datapoints and firsthand observations from our Permian visit last week. Most of our field trips in the Permian this time were focused on the new sand mining efforts around Kermit and logistics/storage from transload to wellsite. Subscribers have …
Read More »Fairmount Santrol Announces New Texas Sand Plant, Confirming Previous Infill Thinking Reports
An infill Thinking prediction was confirmed this morning as the Permian Basin sand rush continues to heat up… 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 …
Read More »Clarifying The Kerfuffle: A Permian Sand Rush Primer [Timelines, Maps, Players, Catalysts, Background]
Hard to believe, but there are only six weeks left in the first half of the year. And what a first half it has been for the Permian Basin frac sand story. This year, the Permian Basin sand land grab burst on the scene like TNT, capturing the entire industry’s attention and …
Read More »Here’s The First Look At The Permian Basin’s Original Frac Sand Mine [Progress Pic]
A quick update here (including our first visual) on the new Permian Basin frac sand mine that started it all. On Monday evening the new facility’s owner provided an update on the new mine’s construction progress. As part of that, the company shared the very first peek at what they’ve been building …
Read More »Big Name Hedge Fund Shorts Sand Stocks Thanks Largely To Permian Dunes
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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