Nick Cook, Editor
Issue #240 | October 9, 2019
The best analogy we can think of for the frac sand market at the moment is that it is smack dab in the middle of the eye of the hurricane. In strong tropical cyclones, the eye is…
Ask-the-Analyst: Todd Bush, Boyd Skelton, and Luke Smith. How are changes in lateral lengths affecting #proppant amount in the Eagle Ford...
A lot can change in a year. Twelve months ago, the frac sand market was reaching new peaks, activity was at an all-time high and a rejuvenated market was booming with seemingly no end in sight...
Between the huge influx of crude coming out of Texas shale fields and forecasts the gasoline-powered car is headed for extinction, it's not hard to see why some investors are betting low oil prices are here to stay. But one prominent analyst...
Combining forces to accelerate the development of next generation well-site solutions. Propell and Stimline announced today...
An attempt to undo a $49 million judgement after a jury found a container manufacturer had stolen proprietary designs for frac sand shipping containers amounts to a...
Introducing the new Industrial Arm of Permian Frac, PFS Aggregates. Our team offers many products from 12x20-100Mesh. These materials are now available in multiple packaging options, 50# bags, 3K# Super Sacks, and Bulk...
High Crush Inc. sells frac sand and services to oil and gas drillers that use fracking to access oil and gas from their wells. Basically, if you frac a well you need to inject sand in order to hold the cracks open until all the oil leaks out...
Smart Sand is incredibly undervalued on a book value basis, but the short float has risen in the month of August. This article seeks to explain...
After hearing from sand hauling contacts about a new last mile solution deploying in the Permian, we had a chance to catch up with the company to learn more about their activity in West Texas and the Lower 48…
Dallas-based Stevens Tanker Division has notified the state of Texas it will cease operations by October 15. The closure will permanently affect 586 jobs across Texas, according to a notice sent to the Texas Workforce Commission...
Our guest author today formed a sand hauling outfit with just a couple trucks in early-2015, just as oil prices began to plunge...
While extremely cold temperatures are usually a factor that Canadian National considers when drafting its operational plan for winters, in the...
We shine our spotlight on a Eagle Ford drilling leading indicator after our recent trip to the basin to gather firsthand market intel…
Houston's EP Energy filed for bankruptcy protection Friday morning, the latest of a recent string of energy companies to pull the trigger on Chapter 11 bankruptcy...
By now, the events that follow a merger of two publicly traded E&P companies are all too predictable. Typically, the announcement goes public, and the stock price tumbles...
he US unconventional sector has been in growth mode for years. Liquids production has risen by 5.1 million barrels per day since 2013, 85 percent of which has come from independents. In a previous article...
As US oil and gas stock prices languish, there is some nagging concern about the financial health of the industry. Despite turning the world’s largest importer of crude oil into a global exporter, questions linger about profitability and financial leverage...
From 1996 to 2011, John was an executive at US Silica with his tenure culminating as Chief Executive Officer. Today, he is the Industrial Sand Division Director at NSSGA, and he wrote in with an update on…
Environmental groups are suing the Trump administration to secure federal protections for a reptile that makes its home among the shinnery oak sand dunes in West Texas and Southeast New Mexico...
With the materialization of this lawsuit, we highly recommend revisiting this piece of Infill Thinking research from July…
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• 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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