Nick Cook, Editor
Issue #454 | January 17, 2024
Natural gas takes the frac highlights, major sand supplier separates out their frac sand business unit, frac sand last mile solutions company adds more solutions, and discussing the fallout from the recent major cold front in the US.
We’re starting to work on the agenda for our Frac Sand Update in Houston this April, so reply to me on this email with any topics you’d like to hear discussed.
And now, the news…
The combined new entity would control about 21% of Appalachia’s gross gas production and about 25% of gross gas production in the Haynesville Shale of East Texas and Louisiana.
Covia Energy will be a leading pure-play sand company serving the energy industry.
Last mile frac sand solution diversifies their offerings in a big way.
Chesapeake-Southwestern merger is very promising, if it can clear regulatory scrutiny.
News coverage about the extent of the resulting damages and impacts in the short-term.
Companies, investors and governments have doled out about $235 billion globally on new LNG supply since 2019, with more than $55 billion expected to be invested between 2024 and 2025, Rystad Energy estimates.
While the main freeze is over, the effect of sub-freezing temperatures on wet sand production is highlighted in this great research.
The president is facing pressure from some Democrats and climate groups to rein in exports of liquefied natural gas, or LNG
Proppant will be pumped in all stages (100 mesh and 40/70 mesh) and the treating fluid will be slickwater or crosslinked guar.
From Infill Thinking: "We invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road…"
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• 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]
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• 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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