Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #150 | January 17, 2018

This Week's News

EIA Forecasts Record-Shattering Oil And Natural Gas Production In 2018

In its latest Short-Term Energy Outlook released this week, the U.S. Environmental Information Administration (EIA) forecasts domestic oil and natural gas production to reach annual record levels in both 2018 and 2019, with the United States rivaling Russia and Saudi Arabia as the world’s...

Vista Proppants Files For A $100 Million IPO

Vista Proppants and Logistics, which is a leading provider of frac sand solutions in Texas and Oklahoma, filed on Friday with the SEC to raise up to $100 million in an initial public offering...

After A Few More In-Basin IPOs Like Vista, Frac Sand Stocks Will Outnumber Offshore Drillers 2 To 1

Late Friday afternoon, Vista Proppants and Logistics formally announced their intent to go public. The Vista S-1 is packed with interesting revelations. If you don’t have several hours to pore over its 278 pages, here are our...

Black Mountain Vest’s Dryers Are On & Phase Two Of Their Highway Improvement Project Has Begun

Here’s the very latest on the 4mmtpa Black Mountain frac sand plant that is scheduled to start up this month...

Behind The Deal: Houston Midstream Co.'s Exit Leaves Andeavor With Room To Grow

“Those plans were on the books. Now Andeavor will pick up that ball and run with it.”

WSJ: Whispers Of $80 Oil Are Growing Louder

Oil prices have been grinding higher and higher, spurring forecasters to predict they could hit $80 a barrel this year. Oil is already trading at its highest levels in three years after a 22%...

Oil Market Conquers Its Fears Over Shale

Oil prices have surged more than 50% since the summer—a sign investors are reassessing what was once the biggest risk in the market: U.S. shale...

Cherry Picked Datapoints From A Bevy Of New O&G Presentations This Week

Since New Year’s Day, ~40 fresh IR decks have hit the wires from the O&G industry… and that doesn’t even include downstream or midstream...

Five Potential Risks To The Oil Rally

Oil prices are trading near three-year highs, but many analysts say the rally may have gone too far, too fast. With Brent crude settling above $70 a barrel on Monday, new risks are emerging for an industry that is still reeling from a long downturn...

Uptick In Haynesville Shale Production Expected For 2018

Haynesville production is expected to rise to 7.5 billion cubic feet equivalent per day (Bcfe/d) by year-end 2018, an increase of 4% from the 7.2 Bcfe/d reported for September 2017, according to a recent report from Stratas Advisors...

The Basin To Watch In 2018 Is Already Off To A Hot Start, New Record Highs

A couple weeks into 2018, the hottest basin in the US is already pulling out ahead as the leader in horizontal rig count growth. This is a trend likely to continue as this play further separates itself...

A New Lease On Nevada Oil And Gas?

A yellow-brown oil sample from the Elko Formation near Jiggs congeals in a quart-sized canning jar in the office of Thomas Schmidt, Bureau of Land Management geologist for the Tuscarora field office...

Oilfield-Services Stocks Are About To Stage A Big Rebound, Credit Suisse Says

After a difficult 2017 for the energy sector, this is the right time for investors to buy shares of oilfield-services and equipment companies, according to Credit Suisse analyst James Wicklund...

Well-Site Frac Sand Handling Market Share Estimates

In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage...

US Well Services Moving Hydraulic Fracturing Services Fleet To San Angelo

San Angelo’s footprint on the oil industry is expanding, with the announcement that US Well Services, LLC is relocating one of its Northeastern fleets to San Angelo, according to a news release...

The Labor Shortage In The Shale Boom

Shale drillers are scrambling to take advantage of the recent surge in oil prices, but the cost of production could begin to creep up, offsetting some of the promised gains...

Oil-Field Sand Safety Rules Affirmed

Some oil and natural gas services companies soon will have to take a few extra steps as well as more time and cost in an effort to increase employee safety...

Dramatic Videos Of Extreme Permian Winds This Week Highlight An Underappreciated In-Basin Risk

We’ve got videos of West Texas sandstorms this week as well as thoughts on what the wind gusts mean for in basin frac sand. Spoiler alert – this is a significant and underappreciated risk and we explain why in this update…

TxDOT Begins Highway 302 Work For Sand Mine

The Texas Department of Transportation begins this week on a privately funded project to add acceleration and deceleration lanes for a sand mine on Highway 302 in Winkler County...

Motorists Are Urged To Obey Stop Signs – At U.S. Silica Plant

For anyone who drives on historic Route 66 east of Pacific, it’s an ordinary occurrence to be stopped behind a line of cars approaching the U.S. Silica Plant silos. Motorists are required to wait while train cars filled with silica sand are moved from the...

In Oil Drilling, Science Replaces Art

The days of poking a hole in the ground and hoping to strike oil are largely gone, thanks to geologic surveying and 3-D seismic imaging...

Shell Bids A Long Goodbye To Middle Eastern Oil

Royal Dutch Shell PLC is giving up on its last oil fields in Iraq, leaving the world’s second-biggest oil company with a dwindling footprint in the Middle East—a region it helped build into a petroleum powerhouse...

Lancashire Shale Tests Reveal 'Excellent' Fracking Conditions

Cuadrilla’s controversial bid to frack for shale gas in Lancashire has struck a rare gush of good luck after tests unearthed “excellent” conditions for fracking...

Cuadrilla Prepares For UK Fracking

Cuadrilla, the UK-based fracking company, has completed a pilot drilling project in Preston New Road, Lancashire, finding signs of "a very sizeable quantity of natural gas," it said on January 12. "We are very encouraged by our early analysis...

Frac Sand Weekly News Digest logo

Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.

Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday morning.

We keep your data private and share your data only with third parties that make this service possible.

Share Your News

Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to [email protected]

Advertising

Do you offer goods or services focused on the frac sand supply chain? Advertise in the Frac Sand Weekly News Digest.

AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs $4,500
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses $3,000
  • Day 1 Morning Break (Video ad) $2,500
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program $2,500
  • Conference Wifi $2,000
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25