Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #187 | October 3, 2018

This Week's News

Covia Reducing Proppant Capacity By 3.3 Million Tons in Light of Market Dynamics

Covia, a leading provider of mineral-based and material solutions for the Industrial and Energy markets, announced today that it has reduced proppant capacity by 3.3 million tons in response to...

Covia To Shutter Four Midwest Mines, Cut Production In Menomonie

Covia announced Thursday that it has cut its proppant sand capacity by 3.3 million tons “in response to changes in market demand.” That means a temporary halt to operations in...

Covia Is Beginning To Divide And Conquer The Frac Sand Industry

Who would have thought that the frac sand industry could become so fragmented in such a short period of time? While this has many investors on edge, the more the...

Hi-Crush Idles One Sand Plant On ‘Temporary Softness’ In Completions

Hi-Crush Partners LP said Wednesday it temporarily has shuttered dry sand plant operations at the Whitehall, WI, facility given “softness” in U.S. completions activity.

Select Sands Halting Independence Expansion Project Due To Softer Demand For Northern White Silica Fracking Sand

Select Sands Corp. has announced that it will be halting its previously announced Independence expansion project due to a period of softer demand for Northern White silica/fracking sand. The expansion...

Two Frac Sand Producers Idle Wisconsin Plants – What’s Going On?

Last week, two of the largest proppant suppliers to the oil and gas industry announced pullbacks of frac sand production volume from some of their Wisconsin facilities.

Simmons & Company Commentary On Northern White Sand, Covia, And In-Basin Sand

Fundamentals for Northern White have deteriorated quickly since Q2 earnings season, and the stocks have responded accordingly. On average our covered proppant and industrial minerals names finished down ~30% QTD...

Plant Closures Strike Eight “Out-Of-Basin” Frac Sand Mines

Infill Thinking first reported talk of out-of-basin plant closures a month ago back in August. On Wednesday, two of the biggest established sand producers independently announced that a combined total...

Haynesville In-Basin Sand Mine Underway, Says Gen6 Proppants

Houston-based Gen6 Proppants is developing an in-basin fracture sand mine to serve Haynesville Shale producers in northern Louisiana.

10 Things To Know About The New Haynesville Shale Mine Beyond The Press Release

Last week, we spoke with the management team of a private company that is building a 1.5mmtpa mine in Red River Parish, Louisiana.

Technology vs. Nature. Can Man-Made Proppants Replace Natural Frac Sand?

In the previous article hopefully, I prompted an appreciation for sand, particularly the silica sand used for hydraulic fracturing of most wells drilled in the U.S. shale basins. As...

Frac Sand Consolidation Forecast To Continue, An Industrial Info News Alert

Written by John Egan for Industrial Info Resources -- Several speakers and attendees at the 6th Frac Sand conference, held September 25-26 in Denver, Colorado, discussed recent mergers in the...

The Government’s Take On MidCon Frac Sand Mining

We share more boots-on-the-ground intel on the community and regulatory reaction to the frac sand mining rush playing out in the MidCon.

Hi-Crush Follow-Up: More Reasons Why Frac Sand Stocks Are Buys

After Hi-Crush Partners idled its dry plant, which plummeted shares of all frac sand players, Covia announced more closures of its own. Investors obviously fear that these moves by management...

A New Plan For The Permian (Texas Comptroller Op-Ed)

It is our honor to welcome the Chief Financial Officer for the state of Texas as an Infill Thinking guest contributor today. Glenn Hegar was elected as the 36th Texas...

As Pipeline Shortage Slows Permian Output, Sand Miners Take Hit

An influx of West Texas sand mines, coupled with a production slowdown in the booming Permian Basin resulting from pipeline shortages, has led to two companies suddenly idling five sand...

Permian Will Need $300B Over Next 5 Years To Maintain Growth

A new report shows that West Texas' Permian Basin will continue to post the biggest oil production gains of any U.S. shale field in October. The Eagle Ford Shale in...

West Texas Electricity Grid Is Buckling Under The Pressure Of Permian Basin Power Usage

America's fastest-growing source of energy has a power problem. The Permian Basin, which produces almost 4 million barrels of oil a day, has expanded so quickly that suppliers of the...

Permian Drilling Rig Efficiency Continues To MASSIVELY Lag The Rest Of The Lower 48

Each week we break apart the North American rig count in new ways that allow readers to dive beneath the week-to-week changes and better understand what the future may hold.

Equipment Buying Trends Upwards

No two plants are the same. Will Pierce, vice president of engineering at Schurco Slurry, can certainly attest to this. Take a step inside his world of pumps and you’ll...

Stanton, MN Looks At Silica Sand Mining

County Land Use Officer Lisa Hanni, County Commissioner Richard Samuelson and John Hobert of Cannon Falls attended the February 19 meeting of Stanton Town Board.

Town Of Rock Discusses Frac Sand Mine At Planning Meeting

A Town of Rock Planning Commission meeting held Monday revealed no additional information about the proposed Coulee Frac Sand mine. The 130-acre sand mine’s proposed location is the corner of...

Wisconsin Proppants Operations Wins NIOSH Mine Safety And Health Technology Innovations Award

The NIOSH Mining Program, in conjunction with the National Mining Association; the National Stone, Sand and Gravel Association; and the Industrial Minerals Association–North America, recognized the efforts of four organizations...

American International Ventures, Inc. Acquires Environmental Fracking Solution Technology

American International Ventures, Inc. finalized negotiations regarding the acquisition of a proprietary solvent formula which was developed by Dr. Goma Merbergen.

PanXchange Provides Comments On Potential For Exporting Sand To Argentina

Welcome to Hot Commodities. This bi-weekly newsletter uses the PanXchange team’s experience and knowledge in physical commodities to bring you perspectives on what’s happening in the elusive, opaque domestic and...

Cuadrilla Prepares To Start Commercial Fracking In UK

Cuadrilla prepares to start commercial fracking in UK

SEC Charges Uresti With Fraud Over Four Winds Scheme

The U.S. Securities and Exchange Commission on Friday announced it has charged a former Texas state senator and another man over a scheme that raised millions from investors for a...

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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

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