Nick Cook, Editor
Issue #442 | October 4, 2023
PF Holdings (ProFrac/Alpine Silica) making some very interesting news this week. Both Matt Wilks (Chairman – ProFrac) and Matt Zinn (SVP – Alpine) will be speaking in November, maybe they will share more on this?
With 40+ sponsors/supporting organizations, we are looking like we’ll be bursting at the seams for November’s conference. We extended out the exhibiting area to accommodate more booths, but please reach out soon if you hope to exhibit. Join companies like Vorto/5F, High Roller Sand, Twin Eagle, PropX, Maxxim Industries, IAC, Assured Integration, Hi-Crush, and so. many. more.
In other frac sand news, we have many new assets and frac sand mine opportunities unveiled this week. Also, I’ll be buying a beer in Houston this after for all those registered for the conference. Text me (214-984-1615) if you haven’t gotten the details.
And now, the news…
Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend.
Great opportunity to purchase an entire loadout system (including two 1000-ton Tank Connection silos).
Today we follow up with a partial answer to a question raised in a recent piece on local sand.
A large frac sand mine has taken a creative approach to selling their asset.
PF Holdings announced that it is evaluating strategic options to maximize and realize the full value of its Proppant Production segment, which operates through its wholly-owned Alpine Silica subsidiary.
A sand mine in growth mode is looking for an investor to help them build out some additional storage.
Great opportunity to get a complete dry system at a very reasonable price.
A sand mine made a bold and unprecedented offering in the Northern Delaware this summer.
Frackers are constrained by investor payouts, inflation and interest rates, keeping spending in check.
Check out the Infill Thinking highlights from Q3.
Higher expenses threaten to increase prices for consumers and complicate central banks’ inflation fight
Going through our D&C model this week, something that jumps out is…
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- separate golfer registration required
- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• 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
Event Registration – $25