In-basin mine operators faced with price pressure quickly turn their attention to driving down operating costs per ton. This can be a real challenge when operating in a tough environment, and compromising safety, quality, and capacity, is not an option. With supply outpacing demand, the pressure to become a low-cost …
Read More »Two Industrial Mines In Louisiana Turn And Face O&G Buyers In The Haynesville, Austin Chalk, And Marcellus [Exclusive Conversation With CEO]
You probably saw this press release yesterday from Shale Support announcing in-basin M&A. We spoke by phone today with Co-Founder and CEO Kevin Bowen and got the full scoop. In addition to sand specifics, one of the big takeaways for us was that exploratory drilling and completions could heat up …
Read More »The Tax “Bottom Line” – Property And Sales Tax Opportunities For The Permian Sand Rush [Friday Guest Post]
Each Friday in the last month of each quarter, we pass our keyboard to an Infill Thinking subscriber to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. Guest Contributor(s) Introduction From Joseph Triepke: Today’s guest post comes to us from …
Read More »Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]
We analyze operating data to establish some initial operating benchmarks as the Permian Basin frac sand suppliers transition from construction mode to production mode. 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 …
Read More »Dynamite Lizard Letter From The Texas Comptroller Is Going To Leave A Mark
The letter’s rhetoric will almost certainly cause some market observers to start taking the under on how much Permian sand is actually going to make it out of local mines. It will almost certainly be looked back on as a starting point for more formal environmental opposition. We summarize the …
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