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Nick Cook, Editor
Issue #205 | February 6, 2019
Infill Thinking will participate in the Petroleum Connection’s sold-out Frac Sand Industry Update conference in Houston on February 6. Our founder, Joseph Triepke, will moderate the last mile & logistics...
Hi-Crush Partners, a frack sand vendor, announced yesterday they’ve cut a long-term deal to supply Northern White frack sand, which comes from Wisconsin, to CNX Resources for fracking Marcellus and...
Remember the record year for energy industry IPOs in 2013? Sand miners accounted for three of the top 10 energy firms in equity value appreciation following public market debuts. This...
Check out a top ten list of the latest market intel tidbits we rounded up this week…
US Silica has operations throughout the US and operates two main business segments: 1) Industrial and Specialty Products mining and refining mineral products (i.e. sand, diatomaceous earth, clay and perlite)...
Eagle Materials faced several headwinds in its fiscal third quarter, which negatively impacted results. Not only was it going up against a tough comparable period, as last year's fiscal third...
Aggregates company Athabasca Minerals has bought a second frac sand mine in Western Canada as part of a drive to become the largest in-basin proppant provider in the region. Athabasca’s...
In March of 2018, PLG Consulting offered an insightful white paper and webinar highlighting the pronounced challenges that shippers faced in an extremely difficult trucking market. A few critical...
TxDOT is conducting a Statewide Truck Parking Study and assessing current highway design and how it impacts the movement of freight in the state of Texas. A workshop is scheduled...
OmniTRAX Inc. announced yesterday that it appointed Justin Renfro president of OmniTRAX Energy Solutions. Previously senior vice president of business development at OES, Renfro is responsible for leading sales and...
Executives from the six publicly traded Class I railroads expect 2019 to be another solid year for traffic and revenue growth amid a relatively strong economy.
The future of a piece of short line track has been jeopardized by the switch to local sand.
A couple weeks ago, we broke in with exclusive details on the first ever intra-basin rail movements of locally-mined Permian frac sand. In this post we take the analysis a...
CN today reported its financial and operating results for the fourth quarter and year ended Dec. 31, 2018. “I’m very pleased with our fourth quarter results and the strong finish...
Arrows Up, LLC received a Plaintiff’s Petition in the SandBox Logistics, LLC v. Arrows Up, LLC case in the 334th Judicial District of Harris County demanding title to and possession...
Industrial Accessories Company has completed the first inbasin Resin Coating Facility in Monahans, TX. This Resin Coating Facility allows for enhanced oil recovery while significantly reducing the historically high...
Houston exploration and production company Oasis Petroleum is doubling down on drilling more than 20,000 acres of Permian Basin oil leases that it bought for nearly $1 billion.
Oklahoma oil and natural gas company Chesapeake Energy has completed a $3.98 billion deal to buy Houston exploration and production company WildHorse Resource Development Corp., the two companies announced early...
Three wells were completed in late 2018 by subsidiary Slawson Exploration Company in Mountrail County, North Dakota. They are among the top five performing Slawson wells in a five mile...
This week, a negative revision risk we’ve been highlighting surfaced in the form of a swing from growth to contraction. After digesting, we zoom out to look at US spending...
Schlumberger Limited reported a disappointing fourth quarter as operating income fell 16%. The company cited lower land activity in North America and seasonal weakness in their offshore segments as the...
Concho’s Tim Leach has served notice to the rest of us in Midland. During his State of Oil and Gas address, the CEO told the largest crowd in the history...
There has been plenty of public commentary about the loss of experienced older geoscientists and petroleum engineers simply due to aging. The graph below, from an internal Exxon study, shows...
To better reflect the growing frac sand market in the United States, Fastmarkets is adding three new Northern White Sand price assessments to track the finer mesh sizes now being...
Hydraulic fracturing is a major process for oil and natural gas production in the United States, and sand mines in Western Wisconsin provide highly desirable sand for the fracturing industry....
Terex says that its Terex Washing Systems brand is investing in its North American sales and operational teams. Following the spend it will have 20 regional partners via 50 service...
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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