Excerpt From TPH Energy Morning Note On Friday February 16
Q1’18 Sand Delivery Issues (Part I) Sand rail constraint rumblings real but magnitude may be overblown Sector:Oil Service | Ticker: OSX | Recommendation: NA | Target: NA | Close: $136.55 Yesterday HAL noted sand delivery constraints associated with the Canadian National Railway (“CN”) are impacting activity (i.e. cold weather impacting ability for unit trains to […]
Frac Sand Industry Leaders Gathering In Houston On Friday, February 2.
Industry leaders are gathering at the 3rd Annual Frac Sand Industry Update on Friday, February at The Petroleum Club of Houston. While the event is sold out, those interested in getting on the waiting list should contact Pete Cook at pcook@petroleumconnection.com
Register Before It Is Too Late! The 3rd Annual Frac Sand Industry Update
The Petroleum Connection’s 3rd Annual Frac Sand Industry Updateis fast approaching and seats are almost sold out. With only about 30 spots remaining, the event will almost certainly sell-out and there will not be enough room to allow for additional registrations, so do not wait until it is too late. With a great lineup of […]
Location And Hours Announced For The 2nd Annual Frac Sand Equipment Expo!
The Petroleum Connection is pleased to announce the location for the 2nd Annual Frac Sand Equipment Expo! Responding to feedback and suggestions from attendees and exhibitors from the 2017 event, the 2018 event will be held at the same location as the 7th Annual Frac Sand Supply & Logistics Conference. We will be utilizing a […]
Rystad Energy Recruits Proppant Experts
Those who have attended The Petroleum Connection’s frac sand focused events over the past few years know that we like to start off our events with a general overview of North American onshore, followed by a more in depth look at the proppant industry itself. IHS Markit (and PacWest before IHS acquired them) have been […]
Comments From Tudor Pickering Holt’s Energy Thoughts Newsletter Of December 13, 2018
Fairmount Santrol / Unimin merger yields beefy FMSA upside (part 1) – transaction creates at least ~30-50% upside to FMSA stock (sans $170mm cash payment consideration) in our view…70%+ upside when viewed through a more bullish lens (FMSA – $5.11 – B, Unimin – Private – NR)– We won’t rehash the merger presentation here, as […]
NISA Features The Petroleum Connection’s Frac Sand Weekly News Digest On Their “News” Page Of The New Website
The National Industrial Sand Association recently launched anew and improved website. On the “News” page of the site, they recommend their readers to go to the Frac Sand Weekly Digest. The Petroleum Connection appreciates the recognition by NISA of the quality of our newsletter and is honored to be associated with the leading association for […]
Tudor Pickering Holt’s Energy Thoughts On October 17 Related To U.S. Silica
SLCA update part 1 – we recently caught up with the company to discuss evolving market dynamics and continue to believe this geographically diversified sand producer sits well undervalued ($27.81 – B)– As completions cadence continues to ramp in the US and proppant/horizontal well sits >12mmlbs (vs. ~5-6mm lbs/well in 2014 or ~8-10mm lbs in […]
The Petroleum Connection Sponsoring The America First Energy Conference
The Petroleum Connection is pleased to announce we are sponsors at the America First Energy Conference, being held on November 11, 2017 at the JW Marriott Galleria in Houston, Texas. The event, hosted by The Heartland Institute, aims to bring together energy policy experts and industry leaders to discuss the impact of Trump administration policy […]
Notes From Tudor Pickering Holts’ “Energy Thoughts” From Monday, September 18, 2017
Fracsand volumes still on the rise – in the world of proppants, logistics matter a great deal…an (updated) view from the rails (OIH $25) – We highlighted last quarter Class I rail data showing frac sand volumes moving higher at a rapid pace. Q2 data shows more of the same as frac sand volumes rose […]