Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #377 | June 15, 2022
There’s a lot to digest in this digest. If you’ve got a busy morning, mark this as “unread” and come back to it later.
Highlights:
- Department of Labor has decided it’s cracking down on silica dust in mines
- Half of E&Ps increase their ’22 budgets
- Continental could go totally private
- US Silica to keep frac sand integrated with industrial
And so much more! Let’s dive in.
And now, the news…
This Week's News
As Expected, US Department Of Labor Is Taking Action On Silica Dust At Mines
The Department of Labor has laid out its “unprecedented effort to protect miners from serious illnesses” related to respirable silica.
Mister Sandman
Amid the shifting landscape of the oil patch over the last two-plus years, completions have been among the sectors most buffeted by the changes. And frac sand is right in the middle of the storm.
Reaction To Wednesday’s MSHA News On Respirable Silica Regulation – It’s An Initiative To Better Enforce The EXISTING Standard
Reaction to breaking news on the regulatory front in frac sand.
Atlas Sand Welcomes Jon Tutuncu as Chief Commercial Officer
Responsible for strategy, sales, marketing, business development and customer experience, Jon will play an integral role in shaping the strategic direction of the company and lead initiatives that include innovative solutions based on automation, robotics and advanced technologies.
Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?
E&P spending plans are evolving rapidly, but when are we going to see all operators adjust their budgets?
US gas heartland woos foreign buyers as Europe’s energy crisis deepens
Toby Rice, CEO of EQT, took dignitaries from over a dozen foreign countries into the heart of the Appalachians.
Permian DUCs Are NOT A Concern For Frac
Analysis into what to expect in rig count and DUCs going forward.
US oil producers ignore Biden’s rallying call to drill
Capital discipline, supply chain woes, and soaring input costs (especially frac sand) keep production far below pre-pandemic peak.
Fracking Pioneer Harold Hamm Moves to Take Continental Resources Private
The billionaire wildcatter is offering about $4.3 billion to buy shares in the shale driller his family doesn’t own.
No Deal… Quick Thoughts About U.S. Silica Maintaining Their Status Quo
U.S. Silica will not separate their industrial sand business from frac sand.
Southern Energy ties in Mississippi chalk well production
Southern’s Generation 3 completion design increased the stage count by over 275% and the proppant concentration by over 40% as compared with the most recent Selma Chalk horizontal wells completed in Mississippi between 2013 and 2015, and initial flowback performance suggests that the increased completion intensity is having a positive result.
Macro Meltdown, But OFS May Be Best House In Bad Neighborhood!
While the economy hops into a bear market, how're we looking?
The States With the Most and Least Expensive Gas Prices: See the Map
Gas taxes, fuel infrastructure availability, and cost of labor and real estate all determine gas prices across states.
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