Nick Cook, Editor
Issue #435 | August 9, 2023
Highlights this week:
And now, the news…
Insightful piece into Atlas Sand's founder.
Not good news coming for Permian frac sand operators...
Energy companies scramble to attract engineers as young workers fret over climate and job security.
Analysts scanned the transcripts and presentations for any sand / proppant references out so far and below are the notable quotes that came up.
One notable: Smart Sand is officially shipped into the Canadian markets from their Blair mine.
There is yet another new name to put on your radar screen if you care about Permian frac sand supply stack.
ProPetro sheds light on how they leverage frac sand prices in their overall price negotiations.
Following U.S. Silica’s earnings call last week, we highlighted the new Guardian systems they announced to eliminate frac fluid debris.
Chesapeake anticipates a drop in frac sand prices to ease in their costs for 2024.
Specifics following the broader trend among the publics.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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