Nick Cook, Editor
Issue #187 | October 3, 2018
Covia, a leading provider of mineral-based and material solutions for the Industrial and Energy markets, announced today that it has reduced proppant capacity by 3.3 million tons in response to...
Covia announced Thursday that it has cut its proppant sand capacity by 3.3 million tons “in response to changes in market demand.” That means a temporary halt to operations in...
Who would have thought that the frac sand industry could become so fragmented in such a short period of time? While this has many investors on edge, the more the...
Hi-Crush Partners LP said Wednesday it temporarily has shuttered dry sand plant operations at the Whitehall, WI, facility given “softness” in U.S. completions activity.
Select Sands Corp. has announced that it will be halting its previously announced Independence expansion project due to a period of softer demand for Northern White silica/fracking sand. The expansion...
Last week, two of the largest proppant suppliers to the oil and gas industry announced pullbacks of frac sand production volume from some of their Wisconsin facilities.
Fundamentals for Northern White have deteriorated quickly since Q2 earnings season, and the stocks have responded accordingly. On average our covered proppant and industrial minerals names finished down ~30% QTD...
Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. On Wednesday, two of the biggest established sand producers independently announced that a combined total...
Houston-based Gen6 Proppants is developing an in-basin fracture sand mine to serve Haynesville Shale producers in northern Louisiana.
Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana.
In the previous article hopefully, I prompted an appreciation for sand, particularly the silica sand used for hydraulic fracturing of most wells drilled in the U.S. shale basins. As...
Written by John Egan for Industrial Info Resources -- Several speakers and attendees at the 6th Frac Sand conference, held September 25-26 in Denver, Colorado, discussed recent mergers in the...
We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon.
After Hi-Crush Partners idled its dry plant, which plummeted shares of all frac sand players, Covia announced more closures of its own. Investors obviously fear that these moves by management...
It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas...
An influx of West Texas sand mines, coupled with a production slowdown in the booming Permian Basin resulting from pipeline shortages, has led to two companies suddenly idling five sand...
A new report shows that West Texas' Permian Basin will continue to post the biggest oil production gains of any U.S. shale field in October. The Eagle Ford Shale in...
America's fastest-growing source of energy has a power problem. The Permian Basin, which produces almost 4 million barrels of oil a day, has expanded so quickly that suppliers of the...
Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold.
No two plants are the same. Will Pierce, vice president of engineering at Schurco Slurry, can certainly attest to this. Take a step inside his world of pumps and you’ll...
County Land Use Officer Lisa Hanni, County Commissioner Richard Samuelson and John Hobert of Cannon Falls attended the February 19 meeting of Stanton Town Board.
A Town of Rock Planning Commission meeting held Monday revealed no additional information about the proposed Coulee Frac Sand mine. The 130-acre sand mine’s proposed location is the corner of...
The NIOSH Mining Program, in conjunction with the National Mining Association; the National Stone, Sand and Gravel Association; and the Industrial Minerals Association–North America, recognized the efforts of four organizations...
American International Ventures, Inc. finalized negotiations regarding the acquisition of a proprietary solvent formula which was developed by Dr. Goma Merbergen.
Welcome to Hot Commodities. This bi-weekly newsletter uses the PanXchange team’s experience and knowledge in physical commodities to bring you perspectives on what’s happening in the elusive, opaque domestic and...
Cuadrilla prepares to start commercial fracking in UK
The U.S. Securities and Exchange Commission on Friday announced it has charged a former Texas state senator and another man over a scheme that raised millions from investors for a...
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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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