Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #374

Let’s get together this summer! Because November feels too long to go without getting the industry together, we’ve decided we’re going to have a get-together this summer at a craft brewery (or something like that). Check out our survey to see which city makes the most sense to host (Houston

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Issue #373

New sand mines are starting to come online. Many interesting reads throughout the frac sand world this week: mines, trucking, E&Ps, and more!   Pour the coffee, and dig in.   And now, the news…

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Issue #372

Sand continues to be a focus on earnings calls throughout the industry. The publics are committed to a restrained growth and funneling capital back to investors.   Are we seeing a more stable industry from here on out? If so, it is going to become even more necessary to build

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Issue #371

Mobile sand mine announced by a major E&P, updates on the NWS rail situation, and analysis off the most recent earnings reports.   It’s another busy week in frac sand with some great insights to read.   And now, the news…

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Issue #370

Is ESG showing signs of fizzling? Britain looking to Pennsylvania as an example for how to have a fracking industry that leaves minimal impacts on the environment.   Rail executives are being grilled on the inconsistencies in delivery (which is a big deal as NWS to TX is on the

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Issue #369

Atlas Sand has hired Goldman Sachs to research the feasibility of an IPO. This would be the only frac sand supplier to go public since Smart Sand’s in 2016. While they are still researching the option, it’s clear signal that the market is solid and that the sun is shining

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Issue #368

Some great updates from the Eagle Ford supply and frac sand producer’s attitudes in the Permian. In NWS/Canadian news, Source Energy Services buys out Canadian Silica Industries’ Peace River frac sand facility.   Joseph Triepke’s big, bold prediction on the return of the frac sand peak: our frac sand conference

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Issue #367

As permitting skyrockets and rig counts grow to the highest level in two years, the question is all about securing stable sand supply to make sure those wells stay online. Sand supply remains a big problem in the Eagle Ford and even beginning to be an issue in the Haynesville

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Issue #366

As the Western world demands more oil and gas, oil and gas operators demand more sand. And as operators demand more sand… frac sand companies say we’re doing our best but it isn’t that easy. Wall Street Journal is reporting that investor interest is turning a corner towards more investment

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Issue #365

Private E&Ps getting some great coverage this week as their nimbleness has allowed them to quickly respond and adapt to this market. Especially without being restrained by pressures of major stockholders, they’ve been able to do what makes sense.   Other news discussing how sand problems in west Texas are

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