Tag Archives: kermit

The Kermit area is extremely dry, having averaged just 11 inches of precipitation per year since 2000 per NOAA records. That’s only about 1/3rd of the national average. Locals we are in contact with as well as some environmental experts we’ve spoken with recently have mentioned that it has been …

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 …

We report breaking news from one of the new entrants in the Permian frac sand mine race. We think through some interesting angles about this new plant plan, this player’s second disclosed in the Permian Basin. There’s a lot more to this story… Login to see the full update…  To …

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 …

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 …

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 …

Since the Texas Comptroller’s letter singled out sand producers last week, West Texas miners have been inundated with questions. Investors and customers alike are becoming more concerned than ever about the trend’s exposure to Dune Sagebrush Lizard (DSL) habitat. We provide highlights from one company’s response supplemented with our firsthand knowledge from a …

This week we miled up the rental car, dirtied up the steel toes, and took it all in out in the Permian Basin. General market observations from our Permian visit will be provided via several installments of these “quick hit” pieces as we process and compile what we’ve learned. Our …

We fully expected Smart Sand to announce their entrance into the Permian sand rush today. They did not because of the Dune Sagebrush Lizard. What they said and our thoughts on what this means for the in-basin sand story in this update. There’s a lot more to this story… Login …

We updated our table of planned frac sand mining facilities in the Permian after several readers asked for the latest file 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. …