Frac Sand Weekly News Digest

“This transaction accelerates Expand’s evolution into a leading integrated natural gas company with a commercial and marketing advantage compared to peers,” said Michael Wichterich, Expand Energy’s Interim President and Chief Executive Officer.

Industrial Accessories Company (IAC) and its construction subsidiary, Adelphi Construction, have surpassed 1,056,980 combined man-hours worked without a lost-time incident, a milestone spanning field crews, fabrication shops, and jobsites nationwide.

Brent and West Texas Intermediate crude futures surge more than 7%

Some early themes to trace through the rest of oilfield earnings season…

Domestic wet sand is roughly 20% less expensive than imported dry sand, the company said, though Ovintiv expects broader adoption to depend on local supply infrastructure and could take until around 2028.

A coin, a chain, an identity quest, a dragon, and sand wars. Nope, this isn’t Game of Thrones. It’s just another day in the proppant market!

An independent engineering report estimated approximately 50.8 million tons of commercial 40/140 frac sand product and 64.7 million tons of total sand resources.

Commercial crude oil inventories fell by 7.2 million barrels. Stockpiles were expected to have fallen by 600,000 barrels.

There were bright spots-notably North American stimulation where management commented "the white space has been filled in," pointing to the stronger pumping revenue and margins expected in the coming quarters.

Interview on a deep-dive analysis by Infill Thinking for a project that we have covered extensively over the past few years in our Canadian work.

Key note: Technology deployment is central, with lightweight proppant in 25% of wells in 2025 and an expectation to reach 50% by the end of 2026.

E&P Consolidation Trends – 5 Key Points From The Latest Deal Data

$150 million DOE funding opportunity for field pilot-scale research for enhanced recovery from unconventional oil and gas reservoirs using CO2 or other working fluid, advance fracture propagation characterization, proppant behavior, well diagnostics, and advanced field testing of multi-scale produced water technologies and processes.

What stood out from the new Liberty material for the frac market (come hear directly from Ron Gusek at the frac sand conference)

The second-largest oil-producing state is trying to determine how to make its new wealth count

Putting the pieces together after earnings calls from major operators.

Permian Basin initial well performance may be showing signs of halting a deteriorating trend, an analysis of preliminary 2026 data found.