This is our fourth installment of Permian Points – quick notes from our time on the road in West Texas in February. Permian Points 1 touched on the local sand business, including pricing and construction status updates; Permian Points 2 hit oilfield activity levels and labor; Permian Points 3 covered issues we …
Read More »The First Truckloads Just Shipped From The 6th Permian Frac Sand Plant [Infill Thinking Exclusive]
Industry sources tell Infill Thinking that [NAME REDACTED] mine’s first truckloads are rolling out from their new frac sand plant near Monahans as you read this update. Login to see the plant’s name that is shipping and learn exclusive details about the planned ramp up here…. There’s a lot more …
Read More »Preferred’s Monahans Frac Sand Plant Is On Track To Open Soon
A couple weeks ago, we had the opportunity to visit the construction site of Preferred Sands Monahans Frac Sand Plant. We met with the company’s president and the Monahans plant manager to learn the latest about this regional sand producer’s plans for West Texas. Here are the key takeaways from …
Read More »A Chat With Capital Sand Permian About The New Frac Sand Plant Catching Some Folks By Surprise Today [Exclusive Interview With Company President]
News of another Permian frac sand plant is starting to make the rounds this week. We had a chance to catch up with the company’s president by phone to hear exclusive details about the growth plans. There’s a lot more to this story… Login to see the full update… To …
Read More »Atlas Sand Unveils Permian Buildout Ambitions That Would Make Them The Largest US Frac Sand Producer By Today’s Standards
Big news in the Permian Basin local sands story from a player that has remained under the radar. This will have everyone talking today… 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 »Read The Preferred Sands Response To Recent In-Basin 40/70 Criticism
The debate around in-basin 40/70 grade frac sand quality heated up earlier this week when one Permian sand producer argued vigorously that customers will not buy local 40/70 because it is too fine and fragile. Preferred Sands, whose West Texas reserve profile is 50% 40/70, shared their response to this …
Read More »Atlas Moves South With Their Second Permian Basin Frac Sand Mine
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 …
Read More »Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]
Today we are kicking off a two part series addressing the trucking needs for yet-to-be-produced Permian Basin frac sand. In this installment, we have maps of the mines vs. major trucking routes to well sites. We have also recorded some thoughts on the hidden logistics challenges that no one is …
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