On Wednesday, the fierce competition that has characterized the Permian Basin frac sand rush all year will be put on hold for a couple hours. We have exclusive details on why and what’s going on in this update… There’s a lot more to this story… Login to see the …
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 »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 »Permian Frac Sand Mine Scattershooting Part 1
Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, and contracting activity. In a two part series starting today and concluding next week, we are chronicling some …
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 »Construction Imminent On TWO Black Mountain Permian Frac Sand Mines. 8mmtpa Designed Capacity Confirmed
Black Mountain’s message to the market has been that they would build one 4mmtpa frac sand plant in the Permian first with more facilities on their extensive 26,000 acre footprint to follow at future dates. We’ve recently heard some chatter about the company shifting to a two site initial roll …
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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