Things are happening in the Permian basin frac sand story and this is the place to get the latest. 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 …
Read More »In-Basin Sand Plant Construction Risk Fading… Most Permian Mines WILL Be Built. Focus On Production Risks Now [Chart Of The Day]
For over a year, we’ve heard all the reasons why the 23 planned in-basin sand frac sand mines in West Texas won’t get built (or why they will be delayed into perpetuity). We submit the conversation needs to change from construction risk to production risk. It’s time to change the …
Read More »Permian Frac Sand Suppliers Are Gathering This Week To Form An In-Basin Consortium [Exclusive]
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 »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 …
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