I must be missing something. Have you not noticed the news reports and articles recently, talking about the record output for the Permian, the shortage of frac sand, and the real problem this is going to be in 2022? Just in the past few days we have had this article, this news report, and this article. This is a huge opportunity for producers and oilfield service companies to get ahead of their competition by locking in frac sand deals now, and a great opportunity for frac sand companies to lock in the best prices they have had in years.
Maybe a lot of that activity is going on behind the scenes. It probably is, but no one is announcing deals. If you are not working on deals right now, you should probably get on the phone and make something happen or you may just end up without a chair when the music stops.
A great place to network will be at the 7th Annual Frac Sand Industry Update, on February 18 (at The Petroleum Club of Houston). Check it out and sign up here. Sponsorship opportunities are also available.