Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #254 | January 15, 2020

Lots of interesting finds in this week’s newsletter.  Grab some coffee and sit down for an interesting read!  Have a great rest of the week!

This Week's News

US shale oil productivity growth expected to slow in some basins

The dramatic jump in productivity seen in the early days of the US shale oil boom may be waning, but is likely not over, according to analysts, who expect efficiencies, at least for some plays, to edge higher in...

Sandemonium Has Died Down, But Pockets Of NPT Remain Problematic

The widespread pandemonium we recently documented in frac sand’s last mile during Christmas and New Years has died down somewhat now that we are two weeks into the new year, according to our latest channel checks. However…

5 Quick Tuesday Followups: Why ESG Matters, Utah Sand Update, Last Mile Capex Datapoint, E&P M&A, & Crude’s Nasty Reversal

In addition to the in-depth research we’ve published this week, several datapoints crossed our desk that advance the narrative on stories we’ve recently covered.

U.S. Silica Promotes Brad Casper to President

U.S. Silica Holdings, Inc. today announced the promotion of Brad Casper to the role of President as part of the Company's long-term succession planning, with Bryan Shinn continuing as...

OmniTRAX Promotes Sergio Sabatini to President; Gord Anutooshkin to COO

OmniTRAX, the fastest growing railroad in North America and an affiliate of The Broe Group, has promoted two key executives that have helped fuel the company’s explosive growth...

Frac People On The Move During 2019

In a recent year-end review, we shared our top 19 stories from 2019 in frac sand and oilfield water as measured by membership interest...

Athabasca Minerals Inc. Updates Duvernay & Montney In-Basin Sand Projects

Athabasca Minerals Inc. announces that it will forgo exercising the buy-out options at pre-determined valuations of $8 million each for the remaining 50.8% and 50.4% of the...

Local News Coverage: Atlas Sand Building Conveyor Belt to Transport Sand, Clearing Trucks Off the Road

One frack sand company is trying out a new way to make the Permian Basin highways safer. Every day, truck drivers haul frack sand hundreds of miles all over the Permian Basin. But now...

Quick Thoughts On Atlas Sand’s TX/NM Frac Sand Conveyor Project

Infill Thinking first wrote about Atlas Sand’s conveyor project back in May 2019 (see point 10). The cat is out of the bag now and the mainstream media is feasting on a BLM press release about a new permit application filed by...

Advertiser Space Available

New Technology: Know Anything About This? Company claims to have a sand pipeline solution, I think

PowerSands to revolutionize the Frac Sand Supply Chain through exclusive transport system that will increase community and worker safety, improve efficiency and offer a considerable cost savings...

Are Mini-Mines the Next Big Thing in Frac Sand?

The Petroleum Connection is pleased to announce we will have a presentation about Mini-Mines at the 5th Annual Frac Sand Industry Update, at The Petroleum Club on January 29. Come here Chase Krupa...

In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot

In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention…

Downbeat start to year for frac sand demand, better picture for barite

The progress of the figures in the Baker Hughes rig count painted a gloomy picture for frac sand demand in the United States over 2019, but the situation for high-grade barite was more positive...

API Report: Energy in Communities: EAU CLAIRE, WISCONSIN

When James Hanke completed his undergraduate studies at the University of Wisconsin–Eau Claire in 2001, staying around after graduation wasn’t the plan. A native of Chippewa Falls, about 20 miles...

API Report: State of American Energy 2020 THIS IS ENERGY PROGRESS

In the Energy in Communities pages, see profiles of seven communities across America that are growing and prospering, with abundant energy from natural gas and oil playing a significant role...

Report touts oil and gas contributions in Eau Claire

A new study by the American Petroleum Institute credits the economic good news in Eau Claire, in part, to the abundance of affordable fuels wrought by the country’s shale boom recognized through...

Source Energy Services Announces Supply Agreement with Seven Generations Energy, Banking Amendment, Capital Budget for 2020 and Insurance Update

Source is pleased to announce that it has renewed its relationship with Seven Generations Energy by entering into a new three-year agreement to provide Seven Generations with proppant and...

Tarmac International

Trump cuts environmental review for infrastructure, pipelines

Environmental reviews for new pipelines, highways and other infrastructure projects would be reduced under a proposal released by the Trump administration Thursday, including the end of a requirement that federal...

Who Plans To Drill On Federal Lands Soon… And Where

A couple of months ago, we analyzed the E&P industry response to frac ban rhetoric by the democratic primary candidates. We also quantified drilling activity on Federal lands...

Energy Expert David Blackmon to Speak at the 5th Annual Frac Sand Industry Update!

The Petroleum Connection is pleased to announce that noted commentator and energy expert David Blackmon will be speaking at the 5th Annual Frac Sand Industry Update. Mr. Blackmon is...

Apache closing San Antonio office, cutting nearly 300 jobs

Apache Corp. is closing its San Antonio office and eliminating more than 270 jobs as part of a reorganization designed to cut costs. The Houston-based company confirmed Thursday it is reducing...

Will Low Volumes Mar Kansas City Southern Q4 Earnings?

KSU is scheduled to report fourth-quarter 2019 earnings numbers on Jan 17, before the market opens. The Zacks Consensus Estimate for the company’s fourth-quarter earnings has been revised...

A shale gas frack-up

The long-awaited exploration and exploitation of the non-conventional shale gas resources in Pakistan may not remain a distant dream any more, it seems. The Oil & Gas Development Co Ltd has...

The Curious Case Of Reeves County’s Fall From Grace

In 2017, we recognized Reeves the “most drilled” and “most improved county in the Permian in this update, which we titled: “More Rigs Have Been Activated in Reeves County in 2017 Than in...

This is a first. This guy claims proppants are causing flaring of gas into private homes via the waterline. What?

Barbara Switala was working in Vienna at this paper with me on gas fracking. It is interesting because small percentage of proppants 3% sometimes cause flaring from water supply into private house...

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
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  • Shuttle Service from Hyatt to Expo Ends 6:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

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