Nick Cook, Editor
Issue #499 | January 15, 2025
Q1 is starting to get moving with positive news for the fracking industry. For sand mining in the Permian, the long-awaited Dune Express makes it’s first commercial delivery (read here).
Highlights:
And now, the news…
On the early morning of Sunday, January 12th, a commercial proppant delivery occurred at our End-of-Line facility utilizing the 42-mile Dune Express conveyor system.
An interesting perspective and angle that local sand miners could use as another offering as Exxon's pet coke usage sparks engineering questions for other operators.
Looking ahead, an additional 60 GW of capacity is anticipated in the US by 2035 based on announced projects, with power use from these facilities expected to rise from 130 TWh in 2023 to up to 450 TWh.
Graph charting the efficiency gains alongside an explanation of why we see such dramatic improvement.
The measures are expected to disrupt oil trade with China and India, potentially forcing the Kremlin’s top buyers to seek alternative supplies.
5 key takeaways on the actual effectiveness of pet coke (according to a sample group).
After months of weaker growth, oil demand picked up in the fourth quarter of last year, rising by 1.5 million barrels a day.
For anyone looking to understand how oil/gas price fluctuations will affect each basin, this is a vital graph/analysis for thinking about growth/retraction.
The president-elect is gearing up to help the fossil-fuel industry with initiatives seeking to boost oil and overturn tailpipe rules.
The Dune Express is a feat of engineering and creative determination that stands out uniquely in the frac sand industry and the fracking industry as a whole.
The heavy-handed approach to “discouraging” fossil fuel production and usage has been quite problematic. In 2018, during a prior major cold front, New England actually had to import natural gas from Russia in order to satisfy its needs.
In this update, a round up of 6 quick hits you should know about if you participate in the frac supply chain…
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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]
• 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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