Shipping Sand

This week from Infill ThinkingJoseph Triepke

  • High Roller Sand Kermit, Opened February 2, 2018 (4mmtpa Capacity)

The company encountered a few kinks in the month or so after opening, but they began ramping in earnest in March 2018. High Roller has done several 200+ truck days in March (~50% of capacity), and they are working through the remaining bugs as they happen. Management told us that every week is an improvement over the last, and they expect to be at full capacity by mid-April 2018. This timeline update is consistent with our reporting several weeks ago but about six weeks behind original expectations. Assuming an average of 150 trucks/day at present, we estimate about 3,600 tons/day is online here.