Nick Cook, Editor
Issue #510 | April 2, 2025
Breaking news: Iron Oak Energy Solutions acquires High Roller Sand. Congratulations to the leadership teams of both companies, and we look forward to having senior leadership/executives from both groups with us next week at the Frac Sand Update.
Many other relevant stories from Haynesville analysis, more research into the Dune Express, and a look back at key themes from Q1. While we’re rapidly nearing capacity, we still have more registrations open to join us next Wednesday in Houston.
And now, the news…
With this acquisition, Iron Oak Energy now operates five large scale facilities across the Permian Basin: four in Winkler County, Texas and one in Crane County, Texas.
A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers…
It is estimated that to meet the full incremental demand estimate of planned LNG export capacity in the region, Haynesville rigs, frac crews and sand volume are going to climb - substantially.
Brent crude is expected to average $72.13 a barrel this year, while West Texas Intermediate is projected at $68.36 a barrel.
Atlas' CEO, John Turner, shares his perspective on the Dune Express.
Before it can access its ditch water rights, B8D needs to have the rights changed from agricultural to industrial use, a process completed by the State Engineer that will cut the allowed access to water from the ditch in half.
Interesting analysis on whether or not we're seeing more mine expansions in Uinta Basin.
Lots of great connections being made and serious discussions happening on a number of our assets!
In case you were under a rock (or very busy) in Q1, here's everything to get you up to date.
The stake will be sold to a unit of Tokyo Gas and Castleton Commodities International
So many stories and angles over the past quarter.
Check out Michelle Lee (familiar frac sand conference face) sharing her perspective on mining.
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- separate golfer registration required
- Evening open for client dinners
- by Invitation Only
• 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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