Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #156 | February 28, 2018
This Week's News
Shifting Sands: Prices, Supply, Demand Concerns Remain In Permian
Life in the Permian, where some operators pump more than 5,000 tons of sand per well to help free trapped hydrocarbons, may not be as cutthroat as it was for characters...
Demand Grows For Texas Fracking Sand
Some energy producers are still willing to pay more for Wisconsin’s high-quality fracking sand despite increasing competition from Texas producers...
Meet The Big, New In-Basin Eagle Ford Frac Sand Plant On The Block
We’ve learned exclusive details on the latest Eagle Ford in-basin new entrant after speaking with a company representative about the project...
Big News: Dunkin' Donuts Coming To Kermit
The city is buzzing over business and it's all thanks to the frac sand boom that's bringing big economic benefits and tons of truck traffic...
Frac Sand Shortage Threatens Shale Boom
Higher drilling costs could threaten the recent surge in United States shale production. Halliburton said last week that its earnings could be negatively impacted because of bottlenecks related to the supply of frac sand used in shale drilling. The Wall Street Journal reported that...
7 Signs That The Handwriting Is On The Wall For Regional Brown Sand
The Texas regional sand plants in Brady TX are very busy today. Right now it’s all hands on deck and regional brown sand plays a very important role in this undersupplied market. But will it still be “all hands on deck” in late-2018...
Time Will Tell On Permian Frac Sand
Sand miners have invested huge amounts in production in the Permian Basin formation in the United States, but 40/70 mesh frac sand from the southern state of Texas still has to prove itself in down-well applications. The frac sand markets in the US are gearing up for what is expected...
5 Important Oilfield Market Takeaways From The Emerge Energy Services Call Monday
On the back of a strong conference call and roughly in-line 4Q17 results, Emerge Energy Services stock traded almost 7% higher yesterday. The following are some of our key takeaways from…
US Frac Sand Demand To Stay Strong, Use Of Coarse Sand Recovering, Emerge Boss Says
Frac sand prices will stay strong in 2018 despite rising production, with coarse sand demand rising as gel-based fracking increases, Emerge Energy Services' CEO told investors on Monday February 26...
Shale Drillers Are Supersizing Fracking
Shale drillers have squeezed more oil out of a given well over the past few years by becoming more efficient in their drilling operations. But the industry is still scaling up, and shale executives are now...
Increased Completion Costs On SCOOP/STACK Wells Results In Better Initial Productivity
One of the major improvements that we have initiated recently is the process of integrating actual Oklahoma well cost data disclosed by AFE into NASWellCube....
FTS International Is Fracking Its Way Out Of The Downturn
The company is set to report its Q4 2017 results at the beginning of March, which will be its first earnings release as a publicly traded firm. FTS posted $83.6 million in net income...
Permian Profits Put RSP on Focus List
The company has amassed 46,500 net acres in the Midland Basin at relatively low cost, providing decades’ worth of drilling inventory at its current run rate. Management has emphasized that...
DUC Deep Dive: Delaware Basin (Texas)
Over the past few months, there has been much discussion around the growing inventory of Drilled Uncompleted Wells ("DUCs") in the United States and the implications for WTI prices. For those not familiar with DUCs, they are...
Hidden Pitfalls Could Impair America's Hottest Oilfield
The world’s hottest oil field, the Permian basin of West Texas and New Mexico, isn’t without its risks.Drillers are pumping billions of dollars into the region, plumbing reserves that rival Saudi Arabia’s biggest field. And with production expected...
Oil Nears Three-Year Week High On Inventory Expectations
Oil traded near a three-week high after a supply disruption in Libya, while investors awaited U.S. inventory data. Futures in New York slid 0.4 percent after closing at the highest since Feb. 5 as crude exports from a key Libyan terminal were disrupted...
Tight Oil, Deepwater Or Oil Sands: Which Will Attract More Money?
Although it may be unclear what happens after 2025, the EIA believes it is clear which type of oil recovery process will...
US Shale's Peak Could Be 4 Years Away
U.S. shale production growth has outperformed even the most bullish forecasts, forcing OPEC and the International Energy Agency to revise up American supply growth projections month after month...
DSL Plot Will Thicken As The TCP Is Re-Written
Here lately, the DSL has taken a back seat to other risks like trucking. But now it’s little head is popping up in the sand. Here’s the very latest on this species saga...
OSHA Has New Fact Sheet On Respirable Silica Standard For General Industry
OSHA has recently published this revised fact sheet that summarizes the major requirements of the respirable crystalline silica standard for general industry and maritime...
Minnesota Sands Outlines Grounds Of Appeal Of Failed Frac Sand Mining Lawsuit In Winona County
In a press release Wednesday, a Minnesota-based frac sand company reiterated its reasoning for taking a failed suit to Minnesota’s Court of Appeals. Minnesota Sands notified the state Court...
La Salle County Zoning Board Opposes Fairmount Santrol’s Wedron Silica Plan
The La Salle County Zoning Board of Appeals recommends that the county board not accept Wedron Silica’s request for expansion. Wedron Silica Co. gave its testimony to the zoning board with more...
Former DNR Staffers Call Frac Sand Permit To Fill Monroe County Wetlands Unusual, Precedent-Setting
Former Wisconsin Department of Natural Resources employees are questioning the agency’s decision to allow a Georgia company to fill rare wetlands for a frac sand processing facility in Monroe County...
Senator Carlos Uresti Found Guilty on All Charges in Federal Fraud Trial
State Senator Carlos Uresti was found guilty on all fraud and money laundering charges against him in a San Antonio federal courthouse on Thursday.
The Modern Group, Dragon Products Acquire National Chassis
The Modern Group (together with its affiliated companies, Dragon Products Group), a leading manufacturer of mission critical products serving the energy and industrial industries, has recently completed the acquisition of the assets of National Chassis from independent Tank Service Inc...
Co-Defendant In Uresti Bribery Case Doesn't Want To Stand Trial With Him
The same day Carlos Uresti was convicted for his role in a Ponzi scheme, his co-defendant in an alleged bribery case asked the judge to separate their trials, citing the state senator's new criminal record and "extramarital affairs."...
OXY Frac Sand Transloading Facility Opens In Carlsbad
A multinational oil and gas company is the latest to expand in the Permian Basin region, opening a frac sand transloading facility just about 15 miles south of Carlsbad...
Corporate America’s New Dilemma: Raising Prices To Cover Higher Transport Costs
The drive for cost cuts and higher margins at U.S. trucking and railroad operators is pinching their biggest customers, forcing the likes of General Mills Inc (GIS.N) and Hormel Foods Corp...
Canadian Pacific Wins Contract For International Intermodal Traffic
Canadian Pacific has wrestled some international intermodal traffic away from congested rival Canadian National...
BNSF Railway’s Revenue, Profit Rise On Traffic Gains In 2017
BNSF Railway reported higher revenue and earnings for 2017 amid volume growth and pricing increases...
Yesterday Wells Froze, Today Rail Cars Are Stuck, Tomorrow It’ll Be R&M, Labor & Trucking (Infill Thinking Permian Points 2)
Yesterday wells froze, today rail cars are stuck, tomorrow it’ll be R&M, Labor & Trucking
Of Highways, Drivers, Chassis, Engines, And Wheels (Infill Thinking Permian Points 3)
Here’s a Tyner Energy Tweet – good follow on Twitter by the way – that will probably resonate with anyone that has i) spent time in the Permian oilfield and also ii) seen...
Falcon Confident Australia Will Lift Ban On Fracking
Falcon Oil & Gas chief executive Philip O'Quigley is "very confident" that a fracking ban preventing commercial development of its flagship prospect will be lifted...
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