Frac Sand Weekly News Digest

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.

This Week's News

Here’s The Latest On The Last Big Louisiana Frac Sand Mine Under Construction

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,...

Report: Oilfield Service Companies Beginning To Raise Prices

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.

While Unfracked Wells Pile Up, Frac Sand Sellers Hope That Demand Could Recover Before The End Of The Year.

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,...

Picking Up Bargains

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...

Haynesville Sand Market Update As Jerry Jones Ups His Stake To Over A Billion In The Play

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...

Wisconsin Frac Sand Mines Struggle Amid Industry Changes

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 Frac Sand Mines Sit Dormant As Competition Grows

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...

The Case Against Re-Bundling Final Mile

“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...

U.S. Silica Has An Unlikely Growth Opportunity: Cool Roofs

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’s Presentation At The June 24 Simmons London Energy Conference

Hi Crush has just relaesed downloads for their presentations from the June 24 Simmons London Energy Conference...

The Last Mile Solution Situation A Half Year Into Oversupply

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...

What's The Outlook For Rail-Hauled Fracking Sand And The Rail Construction Aggregate Markets?

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...

One-Year Anniversary Of Infill Thinking’s Peak Permian Drilling Prediction

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...

Agility Key To Frac Sand Success

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 Transforms Mine Planning With Kespry’s Drones

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...

Did Keane and C&J Jump Start Pressure Pumping M&A?

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...

Kanab City (Utah) Council To Vote On Water Sale To Frac Sand Mine

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...

Human Interest Story: Woman Reminisces On Her First Year Of Marriage Living In Wedron, Illinois (Near Silica Sand Mine)

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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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
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program $2,500
  • Conference Wifi $2,000
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25