Nick Cook, Editor
Issue #225 | June 26, 2019
Frac sand news continues to be pretty interesting. There are more nuanced articles these days, versus the countless articles from 2017-2018 that were just announcing new mines and services! The dust seems to be settling a bit (excuse the pun), with companies working to position themselves well in their niche. Several companies providing services to the frac sand world are also looking at opportunities related to oilfield water, which was evident by the number of those companies who attended the sold-out Oilfield Water event put on by our sister company last week.
Don’t forget to sign up for the largest frac sand event of the year! The 8th Annual Frac Sand Supply & Logistics Conference continues to trend well. Silver Sponsorships are sold out, Golf is just about to sell out, and we only have 5 Gold Sponsorship opportunities remaining. Registrations continue to come in and we’re trending for 700+ attendees and 100+ sponsors. Don’t wait too long to book your hotel room! We’ve expanded our room block, but it is nearly sold out again! We look forward to seeing you there!
Have a great rest of the week.
During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by,...
After several years of struggling, oilfield service companies are beginning to raise prices for their products and services, according to a new report from industry research firm Rystad Energy.
Drilling rates continue to slow in the Permian basin in the United States, but fracking is even slower. This is bad news for frac sand sellers in the short term,...
Those in frac sand for the long haul have a unique opportunity right now. Provided they see the sand oversupply abating in the next year or so, there are some...
During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant...
A relatively new industry to west-central Wisconsin continues to give area residents a modern-day lesson in old-fashioned economics. The regional frac sand industry, which burst onto the scene about a...
Wisconsin’s frac sand industry is grappling with several idled mines as the sector faces increased competition in Texas and Oklahoma. Kent Syverson, a geology professor at the University of Wisconsin-Eau...
“You might be surprised, but some of the most successful E&Ps to truly direct source final mile sand, trucking, and storage are the small to midsized E&Ps,” writes today’s guest...
If investors browsed through a catalogue of all 1,500 products manufactured by U.S. Silica, white granules intended to be used in asphalt roofing shingles probably wouldn't spark much interest. In...
Hi Crush has just relaesed downloads for their presentations from the June 24 Simmons London Energy Conference...
We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis...
Everything we plow, harvest or mine started as rock and evolved in time. Given enough time, solid rock exposed at the earth's surface is broken down into rock and mineral...
In an update exactly one year ago titled For The Permian Rig Count, Flat Is The New Up. Calling The Temporary Top we wrote that the rig count had likely...
While the race to the south for the US frac sand industry was akin to the Gold Rush there is one big difference – the Gold Rush didn’t have the...
Covia with more than 3,000 employees operating more than 50 plants and 94 terminals – is one of the largest solution providers in the industrial sand industry. The company has...
C&J Energy Services and Keane Group announced a $1.8 billion all-stock merger on Monday morning. If completed, the deal will create the third largest US pressure pumper in terms of...
The June 11 Kanab City Council meeting began with an explanation by Kanab City Manager Joe Decker of the 2006 Kanab Annexation Policy Plan. Some questions had arisen about the...
On a summer day in 1958, Don and I returned from our honeymoon trip to Mackinaw Island in Upper Michigan to the charming little village of Wedron, Illinois...
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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
Event Registration – $25