Frac Sand Weekly News Digest

Pete Cook, Editor

Issue #193 | November 14, 2018

This Week's News

PLG’s Key Takeways From The 7th Annual Frac Sand Supply And Logistics Conference

PLG Consulting’s president, Taylor Robinson, was part of Petroleum Connection’s 7th Annual Frac Sand Supply & Logistics Conference in San Antonio. The event was held in late October and over...

Buyer 'Quick Hits' That Matter In The Frac Supply Chain

In no particular order, here’s some stuff that matters about the frac supply chain…

Frac Sand Take-Or-Pay Contract Settlement Negotiations Intensify Amid Market Turmoil

Something Emerge Energy Services said about negotiations with contracted customers on their volumes this week stood out to us.

Chesapeake, Hi-Crush Ink Agreement For Sand Supply

The agreement relates to in-basin purchase of Northern White frac sand to support Chesapeake and its completions program in the Pennsylvania's Marcellus and Powder River Basins in Wyoming. Also, the...

Analysis And Context On The Newest Unbundled Operator’s Supply Agreement

We break down the breaking news as it happens. In this piece, you’ll find analysis posted minutes after the latest frac supply chain press release. No regurgitation of the release,...

Vertical Disintegration At Pioneer Natural Resources

Analysis of the breaking Pioneer news to divest their frac horsepower into the hands of a third-party with a long-term agreement to use the equipment here. This is a big...

Keane Group Sees Deflation In Frac Sand And Budget Resets As Catalysts

Keane Group is saying what every other pressure pumper and E&P has been saying, that the slowdowns experienced (due to lack of pipelines and exhausted budgets) are temporary, and that...

A Brady Brown Plant Owner Reacts To Market Pressure By Breaking Out The Mothballs

Who’s closing down, how much sand has been mothballed, and why.

Oil Bulls Best Hope Nothing Messes With Texas

Looking at oil prices, sanctions on Iran haven’t so much kicked in as shuffled onto the stage. Waivers granted to eight countries by the Trump Administration should mitigate the drop...

Here’s One Permian Activity Metric That ISN’T Tanking…

We shine the spotlight on a leading indicator that gives us reason for cautious optimism about Permian activity in week’s rig count update.

Fast-Growing Andersons To Be Firmly Planted In Fortune 500

Last month, Pat Bowe gathered members of his family and drove down to the Maumee River to give them some insight into The Andersons Inc. — the grain, ethanol, rail,...

Grain Off As Crude Again Powers U.S. Carloads, Frac Sand By Rail Down

U.S. railroads moved 2,781,951 carloads and intermodal units last month, a 2.6 percent increase compared with volumes moved in October 2017, according to Association of American Railroads (AAR) data.

Ouch! Last Mile Silo Strikes A Major Midland Bridge, Shutting Down Permian Traffic For Hours

Reporting on Permian traffic incidents is a full time job these days, one that is best left in the capable hands of local news pros.

$49M Battle Over Fracking Sand Container Designs Heads To Next Phase

In 2014, SandBox Logistics retained Arrows Up to design a plastic fracking sand container. Little did either party know that the simple business deal would result in a contentious legal...

Wisconsin Frac Project May Be Scrapped After Legal Challenge From Neighbors

A Colorado company may scrap its plans for a Jackson County frac sand operation after a judge allowed a lawsuit by neighbors to proceed.

Frac Spread Blaze In Colorado. No Injuries But Tough Timing.

There were no injuries reported and the crew was fully accounted for as of this writing. Thankfully. We want to lead with that detail as it is the most important...

Claim: Public Support For Fracking Has Officially Nosedived In The UK

It’s official: public support for fracking has dropped considerably. But don’t take our word for it. Because the figures come from the government itself.

Prop 112 Is Dead And The DJ Basin Discount Is Evaporating

The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018.

Shale Reservoirs, Do They Work, Will They Spread?

Popular accounts of shale oil and gas reservoirs are often riddled with errors and, even when technically correct, often misleading. As a shale petrophysicist, retired from Devon Energy, I thought...

“Coffee & Capitalism” Talks Frac Sand

Jason Spiess interviews Robert Smith with NOV Wellstream Processing about frac sand. The Smith segment starts around the 22-minute mark.

OmniTRAX And The Broe Group Help Turn A Caboose Into A Children's Library

OmniTRAX, Inc., one of the largest privately held transportation service companies in North America and an affiliate of The Broe Group, which manages the Brownsville & Rio Grande International Railway...

LaSalle County Mining Coalition In Illinois Explains Mining Industry To Festival Attendees

In October 2018, members of the LaSalle County Mining Coalition hosted a tent at the LaSalle County Historical Society’s Burgoo Festival in Utica, Ill. to educate local residents and attendees...

California Dreamin’ About A Fracking Ban That May Never Come

California’s San Luis Obispo County failed to pass a fracking ban on Tuesday, as early votes showed more than 56 percent saying "no" to the measure. Reports from the county...

Reclamation: Former Industrial Sand Plant Site Reopening As Private Island Resort For Cruise Ship Passengers

MSC Cruises today revealed it has entered the final phase of construction on Ocean Cay, its private island in the Bahamas, located 23 miles south of Bimini. After delays, the...

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