Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #165 | May 2, 2018

This Week's News

Unbundled E&Ps Now Consume More Than A Quarter Of US Frac Sand (Operator List & Demand Estimates)

In this data-intensive report in our Out Think series, we take an in-depth look at the growing trend of direct sourcing and frac supply chain unbundling.

Clarification On Early Bird Registration At The 7Th Annual Frac Sand Supply And Logistics Conference

We have received several inquiries recently regarding the details of “Early Bird Registration” for the7thAnnual Frac Sand Supply & Logistics Conference, being held October 25-26, 2018 at the JW Marriott...

Hess Sees More Growth In Bakken As Guyana Activity Picks Up

As Hess Corp. benefits from its 60-stage, 8.4 million pound proppant completion design in the Bakken shale play, the company is preparing to pump more, add a couple of rigs...

Houston Oil Field Services Giants All Have Seasonal Revenue Decline

Houston’s three largest oil field service companies, Schlumberger NV , Halliburton Co. and Baker Hughes, a GE Company, all saw lower revenues in the fist quarter as seasonal issues put...

Vista’s Eagle Ford Transload Is Breaking Throughput Records In Early-2018

Several weeks ago, Infill Thinking’s research team had an opportunity to visit the Vista Proppants and Logistics transload terminal near Dilley, Texas. Here are our key takeaways from our firsthand...

U.S. Silica Pokes 2 Huge Holes On The 'Short Fracking Sand' Thesis

There's a very obvious bearish thesis pressuring U.S. Silica and other fracking sand stocks downward. The latest U.S. Silica conference call might have brought significant doubt to the validity of...

US Silica Building More Sand (Castles) As Demand Exceeding Supply

Leading fracture sand provider U.S. Silica Holdings Inc. is “completely sold out” and “literally selling everything that we can make,” CEO Bryan Shinn said Tuesday.

Automatize Takes An “Airbnb” Style Approach To Last Mile Logistics

So far in our Silica Valley series on last mile logistics software development, we’ve profiled two vastly different business models:

Funds Sought To Build Rail Crossing Over­pass In Eau Claire

Funding options are being explored for a possible multimillion-dollar railroad overpass on Galloway Street that city staff say would help prevent clogged corridors on a main artery to downtown crossed...

Wisconsin DNR Gives OK For Jackson County Frac Facility

State environmental officials have given a Colorado logistics company the green light to build a Jackson County frac sand rail terminal that neighbors have sued to block.

Illinois Senate Passes “Right-To-Know” Fracking Bill

The Illinois Coalition Against Fracking celebrates the passage of SB 3174 through the Illinois State Senate. If passed, this bill will close up some of the most glaring loopholes in...

Frac Sand Ban To Be Heard In MN Court Of Appeals

Winona County’s ban on frac sand mining will have its day at the Minnesota Court of Appeals on May 10 at 10:05 a.m. Justices Matthew E. Johnson, Lucinda E. Jesson...

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