Nick Cook, Editor
Issue #321 | April 28, 2021
We have a full newsletter this week, with a wide variety of topics. Grab a cup of coffee and enjoy!
And now, the news…
Last week we launched out first informal survey for our readers. We asked about the impact (positive and negative) of some of the biggest trends in the industry. Check out the results!
Infill Thinking continues their simulfrac series with a fourth installment, this one discussing procurement strategy implications.
This week we’re asking what we can do to make the Frac Sand Supply & Logistics Conference a great experience. We’ll get to what agenda topics and speakers you want to see later on. This survey is asking what fun stuff you might like to see. Please take it!
Infill Thinking is in the process of a big batch update to their detailed local sand mine database files, which can be accessed in Lium Sheets by their data clients within the next week or so.
An Ohio transloading business has purchased 50 acres along the Ohio River with frontage on two rail lines as part of the first, $9.5 million phase of a multimodal project.
Badger Mining expresses support for CN’s proposal to acquire Kansas City Southern.
On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent a positive inflection in the current supply/demand trajectory, we aren’t so sure.
How climate change & net zero are causing wet frac sand to show up on location.
How climate change & net zero are causing wet frac sand to show up on location.
The company talked for the first time publicly about their supply chain transformation that Infill Thinking unearthed last year, which is being closely watched by other pumpers.
Californian Governor Gavin Newsom will ban new hydraulic fracturing permits in the coming years as the state pushes to eliminate net greenhouse-gas emissions by 2045. When does that recall vote happen again?
Last week, it was the Eagle Ford and before that the Permian. Today, we shine a spotlight on the Marcellus.
Granholm’s advice to the industry betrays a lack of real understanding of the nature of the overall U.S. oil and gas industry, and the diversity already present in it.
Frac sand leader Mark Krumenacher has just released a new book: Quarry Regulatory Control and Permitting: Defending the Foundation of a Sustainable Society
Paper looks at passive mitigation of proppant disposition.
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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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