Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #222 | June 5, 2019

It may be wishful thinking, but I came away from reviewing this week’s articles with an air of optimism. Things seem to be settling down, and (hopefully) everyone recognizes that the super low sand pricing is not sustainable. It reminds me of the old Saturday Night Live bank skit, of the bank that only makes change…and when asked how they make money the answer was “volume”. Let’s not follow that model!

Have a great rest of the week.

This Week's News

Northern White Frac Sand Demand Will Rise In H2 2019, Select Sands Boss Says

Demand for frac sand will rise in the second half of 2019, with more interest in high-grade Northern White Sand, according to Zig Vitols, the chief executive of Canada-based frac...

Frac Sand Scattershooting (A Dozen Misc. Proppant & Last Mile Datapoints)

In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch in our research process this week that...

What Trade War? Citi Sees Brent At $78 Within Three Months

Forget the trade war and global growth pessimism. Citigroup Inc. is sticking to its target of Brent oil rising to $78 a barrel in three months. Supply risks, rising demand...

Interested In Buying Or Selling A Frac Sand Mine?

The Petroleum Connection can work on behalf of companies to confidentially reach out to other parties to see if there is an opportunity to pursue a transaction. Those interested in...

The Customer Is Always Right, And Here's What Customers Are Saying About Local Sand In Mid-2019

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time...

An Objective Comparison Of 5 Publicly-Traded Proppant Producers

The oil and gas space has quite a buzz on Seeking Alpha. While much of the industry ultimately revolves around exploration and production companies, my focus is geared toward oilfield...

Big Oil's Message To Permian Strugglers: We Won't Bail You Out

Big Oil probably won’t be buying up the Permian Basin’s struggling independent drillers any time soon. Years of costly exploration and frantic buying sprees have gutted shareholder returns in the...

Infill Thinking's Rig Count Analysis Shows Up In The News... And In A Twitter Poll...

A Bloomberg news article last week cited our in-depth rig customer analysis shared to Infill Thinking members. So this week, we continue that discussion with an impromptu survey…

Hi-Crush Announces Completion of Conversion to C-Corporation Structure

Hi-Crush Partners LP, “Hi-Crush” or the “Partnership”, announced today that it has completed the conversion of its corporate structure from a master limited partnership to a C-Corporation, following the previously...

Eagle Materials Announces Results of Strategic Portfolio Review

May 30, 2019-- Eagle Materials Inc. today announced that its Board of Directors has approved a plan to separate its Heavy Materials and Light Materials businesses into two independent, publicly...

Which Basin Had The Highest Per Well Proppant Usage For Horizontal Wells?

Ask-the-Analyst: Todd Bush, Boyd Skelton, and Luke Smith. Which basin had the highest per well proppant usage for horizontal wells? Analyst Luke Smith is on the case!

Report: The Need To Transport Frac Sand Many Miles Is Fading Away

A recent report by Moody's on the health of the frac sand industry has significant implications for the transportation sector that moves the material around. The report in general was...

Shale Bonanza Subsiding For U.S. Frac Sand Miners As Low Prices Bite

There was a time when the price of frac sand, a critical component of the hydraulic fracturing mix, appeared to be highly correlated with the price of West Texas Intermediate...

Merle Haggard, Diminishing Returns, and Market Forecasts

Richard and John discuss why “leading edge” completion designs appear to be stabilizing, while proppant use per lateral foot is still on the rise. Learn why the trends aren’t tethered....

Hewitt Energy Strategies Attempts To Map The Actual Location Of Proppant Downhole

#implodingSand What?? Yes we will be running a proppant by #Treves that will emit a popping sound loud enough the #Carina fiber can triangulate its location. According to Treves, “#VisionFrax™...

VAC-U-MAX Celebrates 65-year Anniversary

VAC-U-MAX, which supplies vacuum cleaning technology for powder providers, has celebrated 65 years of business. The company began when its founder Frank Pendleton designed the world’s first industrial vacuum cleaner...

Inventory Of Frac Sand In Tall Silos Is Under Control

The challenges associated with monitoring the level of dusty frac sand in moderate to tall silos stopped being a challenge for quite some time now. Since the introduction of radar...

Flying Around Frac Sand Plant

Wrights Custom Alliance Group working in South Texas. Heres a sneak peek of the plant 60% complete. Stay tuned.......sand will be flowing and making its way to a...

Hi-Crush's "Frac Sand Glossary"

Benchmark criteria for products and practices of the worldwide oil and natural gas industry established and maintained by the American Petroleum Institute to enhance safety, assure quality, increase efficiency and...

Waste to Water: Oil and Gas Industry Looks to Mitigate Water Waste During Boom

In New Mexico, hydraulic fracturing taxes a resource perpetually scarce in the desert region: water. Hydraulic fracturing, or fracking as it is commonly called, blasts vast amounts of water, sand...

Members Of Hollow Water First Nation Takes Silica Sand Mine Protest To Legislature

Members of a Manitoba Indigenous community and its supporters took a stand Wednesday against a silica sand mine. The “Take a Stand with Camp Morningstar” group gathered on the steps...

Manitoba Outlines New Consultation Plans For Mineral Development

The Pallister government has released a new protocol to define how they will engage in consultations with First Nations communities for future mining projects in the province, but have allegedely...

Argentina Exports First-Ever Cargo Of LNG

Argentina’s state oil and gas company YPF is loading the country’s first-ever export cargo of liquefied natural gas, Reuters reported, citing a company statement. “This is the first step of...

Texas Credit Union CEO Who Worked For Uresti Pleads Guilty In Bank Fraud Conspiracy

A Texas credit union CEO who also served on ex-state Sen. Carlos Uresti’s staff could be joining his old boss in the slammer. James “Jimmy” T. Dutchover this week pleaded...

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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
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  • Case Study 1 $2,500
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  • Charging Station $2,500
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  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
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  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
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The Frac Sand
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Event Registration – $25