Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #236 | September 11, 2019

What a great week at the 8th Annual Frac Sand Supply & Logistics Conference! With 625+ attendees, this was the second largest frac sand event ever. That said, the overall mood was subdued. Plenty of frac sand companies are hurting, which means many of their vendors are struggling as well. Some other vendors mentioned to me that they are having break-out years.

Those who attended should keep an eye out for our post-conference email which will provide you access to the attendee list and the presentations. Next week we plan to launch the websites for the 5th Annual Frac Sand Industry Update (January 29, 2020 at The Petroleum Club of Houston) and the 9th Annual Frac Sand Supply & Logistics Conference (September 23-25, 2020 at the Hyatt Regency Hill Country Resort in San Antonio).

We have a lot of interesting articles in this week’s newsletter. Enjoy the newsletter and have a great rest of the week!

This Week's News

Permian Basin Oil & Gas Magazine: Line In The Sand

The oil and gas economy is always compared to a roller coaster ride, but nowhere in the sector has the ride been crazier over the last decade than in frac...

Hot Takes From The Big Stage During Last Week's Local Sand & NWS Panels At The Petroleum Connection Event

Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the...

How Has Proppant Intensity Affected Stage Count From 2015 To Present?

How has #proppant intensity affected stage count from 2015 to present?

Crude Life Interview With Joe Dancy, Touches On Frac Sand

Joe Dancy, Associate Director, Southern Methodist University Maguire Energy Institute, gives a recap of his tour of the Bakken oil fields and the conference in Medora.

Tarmac International

Video Summary Of Key Points From Westwood Energy's Recently Released US Frac Sand Outlook White Paper

The US Frac Sand Outlook White Paper investigates demand for proppant, total frac sand supply, and last mile trucking costs.

Sideline Stuff We Heard At The Petroleum Connection's Frac Sand Supply & Logistics Conference Last Week

Everyone knows that you often learn just as much in the side hallways of industry events as you do in the main hall. In that vein, here are 5 interesting...

Frac Sand Supplier Emerge Calls Creditors' Objections To Reorg Plan 'Baseless'

Emerge Energy Services LP on Friday urged the judge overseeing its bankruptcy to overrule objections by the committee for its unsecured creditors to disclosures of its reorganization plan, saying in...

Emerge Energy Agrees To Revisit Ch. 11 Disclosure Statement

Bankrupt fracking sand miner Emerge Energy Services LP agreed Monday in Delaware to confer with the official committee of unsecure creditors in its Chapter 11 case to address concerns about...

A Potential Game Changer In The In-Basin Sand Story...

Infill Thinking participated in the Petroleum Connection’s frac sand conference in San Antonio this week. We will share a full recap of our key takeaway in a piece early next...

In Q4 2018, Texas Accounted For A Little More Than Half Of All Proppant Consumption In The Onshore US

Texas is the largest consumer of proppant. In Q4 2018 it accounted for a little more than half of all proppant consumption in the onshore US.Within Texas, the Permian...

Athabasca Minerals Receives Favourable Technical Report In Support Of Its Duvernay Premium Domestic Sand Project

Athabasca Minerals Inc. is pleased to announce the completion of a Technical Report prepared in accordance with the requirements of National Instrument 43-101 Standards of Disclosure for Mineral Projects for...

Mighty Morphin' Montney Fracs

ConocoPhillips is pumping 13,000t of proppant per well on a 14-well pad. Various completions and pad configurations were systematically tested before arriving at the current design.

Vulcan

He Paid $1.50 An Acre For Barren Texas Land Now Worth $7 Billion

So much of the Permian Basin is under production that the lights glowing at night, on well pads and rigs and double-wide trailers, make the place look in NASA satellite...

Oil Extends Gains Ahead Of U.S. Stockpile Data, OPEC+ Meeting

Oil extended its advance as U.S. stockpiles were estimated to have dropped and OPEC+ members gathered in the United Arab Emirates ahead of meetings this week.Futures rose for a fifth...

Which Basins Have Been Beaten Up The Worst In The Unyielding Drilling Activity Decline Of 2019?

Rig count. Yep… it’s down again. It’s been X weeks since the US onshore rig count registered an uptick. Year-to-date, the US onshore rig count is down X rigs.

Note From Before The Conference: Here's What We Are Listening For At 2019's Biggest Frac Sand Conference Happening This Week...

The Infill Thinking team has arrived in San Antonio to participate in the biggest (and best) frac supply chain trade show of 2019, hosted by Petroleum Connection. Infill Thinking is...

Lack Of Railcar Demand In Spotlight At Investor Conference

With rail traffic lower year-over-year and precision scheduled railroading (PSR) initiatives in full swing at the Class I railroads, it's understandable that demand for railcars has slowed. U.S. railcar manufacturer...

Oilfield Water Industry Update - October 4, 2019 - Houston, TX

A Quality Carrier's Permian Exit Escalates Frac Supply Chain Sustainability Questions (Read The 2nd Letter)

A good, quality, upstanding outfit just exited stage left. While industry-wide capacity reductions are needed, we see this news as a bad omen for the industry at large

South Industries Lowers The Cost To Store And Transport Frac Sand

Innovation by South Industries has taken vertical frac sand storage costs to new lows. A recently constructed 6,000-ton sand storage dome reduced the construction cost per stored ton below $150/ton....

Iowa Officials Eye Winneshiek County Mining

Valuable minerals potentially worth $1 trillion could exist deep below the surface of Northeast Iowa, and Winneshiek County officials want to be prepared for the repercussions large-scale mining activities...

Chinese Deal For Cape York Silica Sand Project

Diatreme Resources has signed a Memorandum of Understanding with a Chinese manufacturer for the potential supply of up to 500,000 tonnes of photovoltaic grade silica sand. The sand would be...

Some Feedback From Last Week’s Frac Sand Supply & Logistics Conference

See what others were saying about the nation's largest and longest running frac sand industry conference.

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Shuttle Service from Hyatt to Expo 4:00 pm
  • Welcome Reception at the Expo 6:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • 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 SOLD
  • Day 1 Morning Break (Video ad) SOLD
  • 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 SOLD
  • Conference Wifi SOLD
  • 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