Nick Cook, Editor
Issue #220 | May 22, 2019
This week’s newsletter has a bit more general oilfield services news, as opposed to just frac sand. That said, the industry continues to work through this correction and there are still a lot of deals being done.
These slower spells are the right time to build relationships, refine processes, position yourself for future growth, and pick up bargains (in equipment, sand, etc.).
Have a great rest of the week.
Q1 2019 saw some idling of Northern White sand capacity and the continued ramp up and substitution of sand from In-Basin mines in the Permian, Eagle Ford, and Mid Con....
Following our Appalachian oilfield trip last week, we are shining a spotlight on Marcellus / Utica drilling and completions trends in this edition of our regular weekly rig count...
The Province of Manitoba has approved and issued a licence for a silica sand mine that had divided opinions among those who live near the site. The Wanipigow Silica Sand...
A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the...
"Leading edge” completion designs appear to be stabilizing, while proppant use per lateral foot is still on the rise. We're breaking down why these trends are moving in tandem on...
Since 2016, water and proppant amounts have been trending upward in the #Marcellus...
In this update, we chart an important activity metric that probably peaked in the Permian in-basin sand industry during 1Q19.
Golden Gate Capital, a leading private equity investment firm, today announced that ArrMaz, a global leader in specialty chemicals, has entered into a definitive agreement to be acquired by Arkema...
A Chippewa County government official says potential bankruptcy doesn’t change reclamation requirements or plans for frac sand mines...
Facing a lawsuit by one of its biggest customers, declining stock and prices, and cash flow issues that date back a year, Fort Worth, Tex.-based Emerge Energy Services, owners of...
Eagle Materials continued to face several headwinds in its fiscal fourth quarter, which negatively affected results. For starters, the company battled persistently wet weather, which weighed on demand for the...
The impending bankruptcy of a major frac sand mining company is a sign of the financial woes that could cripple more Wisconsin-based mines due to a nationwide oversupply of sand,...
We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285...
Despite a slow start to the year, U.S. crude output is still expected to surge for the rest of 2019 and hit at least 13 million barrels daily by the...
About 3 years ago, upstream executives at BP came together and recognized that this down cycle was not like the ones before. The moment marked the beginning of the company’s...
Oil bounced back from a midday slump, as hints of extended production cuts by top crude producers overshadowed President Donald Trump's latest provocation in the trade standoff with China. Futures...
Struggling oilfield service company Weatherford International is now trading as a penny stock after being delisted from the New York Stock Exchange. In a Thursday afternoon filling with the U.S....
We screened the universe of large oilfield service customers looking for indications of elevated risk. For oilfield service firms and suppliers, it matters who you are doing business with...
Liberty Oilfield Services provides hydraulic fracturing services to the onshore energy E&P companies in the Permian Basin, the DJ Basin, the Eagle Ford Shale, the Williston Basin, and the Powder...
Whelp… this chart doesn’t bode well for oilfield service markets in 4Q19… Are we on track for a repeat of last year’s budget exhaustion woes?
The Chippewa County Board received the results of a multiyear study of the county’s groundwater Tuesday, which confirmed that groundwater can be affected by mining and agriculture...
I vividly remember ascending the Sand Hills from Mt. Carmel Junction on Highway 89 approaching Kanab from the north, over 40 years ago. Reaching the crest of the “Sands,” I...
A professor and group of student researchers at the University of Wisconsin at Eau Claire claim they found elevated particulate levels associated with frac-sand mining. Although their studies didn’t conclude...
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• 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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