Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #549 | January 21, 2026

Top headlines for your Wednesday!

  • Mitsubishi is ALL IN on the Haynesville in their biggest deal ever as a company.
  • Next week, we’ll see what the impact of this weekend’s big winter storm hitting the central and eastern US (facilities and operations not accustomed to handling this level of cold regularly).
  • Geothermal continues to pop up flashy on our radar, but will we see this ever come to meaningful scale for EGS? Read more about it.

 

Timpte Trailers is our most recent Notebook sponsor for the 11th Frac Sand Update this March 24th in Houston! General registration is open now too, and we’re working on building a relevant agenda (got any particular suggestions?)

 

And now, the news…

This Week's News

The 1Q Weather Wildcard Is Here…

The forecast now calls for a winter storm (could be nasty) this coming Friday and Saturday, but read about how that could affect some of the US's most prolific basins.

Fracking for Oil and Gas Goes Global

Australia and Saudi Arabia are two countries starting to invest more and more into fracking.

10 Potential 2026 Frac Surprises

Infill Thinking tries to spoil any surprises before they happen.

The Next Chapter in Autonomous Trucks Hauling Frac Sand

Now, with Aurora and Detmar Logistics preparing to deploy 30 autonomous trucks on public roads, the Permian is becoming the place where autonomous freight finally stops being experimental and starts becoming infrastructure.

OFS Context For The Latest E&P M&A Rumor…

With another serious merger potentially on the horizon, read more about what that impact could look like.

Mitsubishi Corporation Announces Acquisition of Haynesville Shale Gas Business in Louisiana and Texas

Building on MC’s established North American energy platform—which includes upstream shale gas development with Ovintiv in British Columbia, midstream marketing and logistics through CIMA Energy in Houston, LNG exports via LNG Canada and Cameron LNG, and power generation through Diamond Generating Corporation—this acquisition further strengthens MC’s integrated energy and power business.

Midland Basin Leads the Super-Long Lateral Boom

The most interesting basin in the US from a lateral length perspective is the Midland Basin, but how does it differ from the Delaware and the rest of the US?

Geothermal Wildcatter Zanskar, Which Uses AI to Find Heat, Raises $115 Million

The startup uses AI to find overlooked geothermal fields and says its discoveries can help sate the U.S.’s thirst for electricity

The 1st Datapoints About The 1Q Rebound Are Pointing In The Right Direction

We're all waiting for a rebound, but what are the signals?

LinkedIn Post: ExxonMobil

They're now producing more than 600,000 barrels of oil equivalent per day in the Delaware Basin (a 60% increase YOY).

7 Key Points To Listen For As Oilfield Earnings Season Starts

Read more about some of the key themes to pay attention to in the upcoming earnings calls.

Fervo Energy Leads Next-Gen Geothermal Power

Read more about how critical proppant is for these EGS projects.

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SPONSOR ADD-ONS

  • EXPO: 20'x40' Equipment Display Space $3,500
  •  
  • CONFERENCE: VIP Dinner November 18th $6,000
  • CONFERENCE: Coffee Mugs $5,000
  • CONFERENCE: Notebooks SOLD
  • CONFERENCE: Speaker/Sponsor Reception  November 17th $4,000
  • CONFERENCE: Mobile App $3,000
  • CONFERENCE: Day 1 Kick-Off SOLD
  • CONFERENCE: Day 2 Kick-Off $3,000
  • CONFERENCE: Lanyards SOLD
  • CONFERENCE: Networking Lunch  November 18th SOLD
  • CONFERENCE: Networking Reception Glasses SOLD
  • CONFERENCE: Day 1 Morning Break (Video ad) $2,500
  • CONFERENCE:Day 1 Afternoon Break (Video ad) $2,500
  • CONFERENCE: Day 2 Morning Break (Video ad) $2,500
  • CONFERENCE: Case Study 1 $2,500
  • CONFERENCE: Case Study 2 $2,500
  • CONFERENCE: Charging Station $2,500
  • CONFERENCE: Printed Program SOLD
  • CONFERENCE: Wifi SOLD
  •  
  • GOLF: Water Bottles $4,000
  • GOLF: Hosted Hole (Beverage Station & Contest) $3,700
  • GOLF: Hats $3,500
  • GOLF: Cigars $3,200
  • GOLF Divot Tools $3,200
  • GOLF: Balls $3,200
  • GOLF: Towels $3,200

AGENDA - NOV 17

  • Pre-Conference Golf Outing Begins 1:00 pm

    - separate golfer registration required

  • Exhibitor Setup Begins 1:00 pm
  • Speaker/Sponsor Reception 6:00 pm
  • Exhibitor Setup Concludes 10:00 pm

AGENDA - NOV 18

AGENDA - NOV 19

AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Shuttle Service from Hyatt to Expo Begins 10:00 am
  • Welcome Reception at the Expo 4:30 pm
  • Shuttle Service from Hyatt to Expo Ends 6:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) SOLD
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program SOLD
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

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