Nick Cook, Editor
Issue #266 | April 8, 2020
Plenty of interesting articles in today’s newsletter. At the time of writing, there is a fair amount of talk about how actual coronavirus cases and hospitalizations are much lower than the estimates. Hopefully that trend continues and we can start working toward normalcy again. We’ll see. Have a great Easter!
Oil billionaire Dan Wilks is going discount shopping. He’s buying up companies in the oil and gas space that are struggling. One of them is CARBO Ceramics, a company that provides a...
Oil billionaire Dan Wilks this week took a large stake in a struggling U.S. shale fracking company days after his Wilks Brothers investment group took over a frack sand provider. U.S. shale producers this...
We recently caught up by phone (observing social distancing) with the management team of a new entrant in the emerging mobile-mini frac sand plant market. Here’s what we learned about their plans and what they are doing differently…
The recent decline in oil prices resulting from a combination of oversupply from Russia and Saudi Arabia and reduced demand related to the COVID-19 pandemic has led many exploration and production...
Earlier this week, Badger Mining Corporation donated a variety of personal protective equipment from its Wisconsin facilities to the company’s neighbors at the Mayo Clinic and Blair Fire Department...
When life throws you a curve, God always provides. Thanks to our partners Eddie Welch and Timmy Yeary with the Cline Wood Agency, we were able to pivot quickly in this time of need. Rather than just releasing...
The U.S. became the largest crude oil producer in the world in 2018, after years of growth that began around 2010, according to the U.S. Energy Information Administration. The growth occurred...
One beaten-down reader told us last week that we need to start a virtual happy hour after every newsletter we send these days. We understand – the subject matter is indeed depressing. Recent newsletters...
What strange times we live in… Everyone is living in their proverbial caves, gas at the pumps is approaching prices that I saw when I first started driving, kids are home from school, people are out of a job worldwide, and the list goes on…
California regulators on Friday issued fracking permits for the first time in nine months, saying federal scientists had given clearance for 24 permits to Aera Energy for oil well stimulation in Kern County...
Sand management is a vaunted piece of terminology, but the safety and production implications of sand are greater than one might think. Sand is hard and often abrasive. It is defined as a detrital grain...
VRX Silica is on the verge of developing the first of its three silica sand projects in Western Australia with a bankable feasibility study and native title agreement already in place. Sand — one of the most used...
Before the CARES Act was put into effect, A&J Transportation, an Ada company that ships frac sand all over the country, talked about laying off some of their employees due to the coronavirus...
The value of last mile logistics. Contracted volumes. Ever increasing demand due to sand intensity. Frac sand investors were sold a heck of a great story, one that many bought hook, line, and sinker...
For most of the oilfield business people we know and interact with, the price of oil is noise until it isn’t. It’s one of those things that doesn’t matter until it does. And right now, it certainly does. And here’s what caught our eye in this historic week…
In March, 34 out of the 51 public E&Ps active in the US announced capital expenditure cuts totaling $33 billion. These revisions will have a dramatic impact on the drilling and hydraulic fracturing supply chain...
Global E&P operators may only be able to cut supply chain costs from efficiency and productivity improvements by up to 12% in this year’s downturn as much of the potential has been exhausted since...
Once the fastest growing - and most controversial - oilfield services in the U.S. shale boom, fracking is getting hammered as oil prices near a two-decade low and producers stop completing new wells...
Oil resumed gains on signs that the world’s biggest producers are moving toward a deal to end their price war and cut output as the coronavirus eviscerates energy demand. Futures in New York rose 3.6% to trade...
Record low oil prices continue to take their toll on the energy industry where oilfield service companies are leading a flurry of new bankruptcy filings so far this year, figures from the law firm Haynes & Boone show...
North America is just starting to feel the crunch of the coronavirus pandemic, with freight shipments not expected to recover until the fourth quarter or even 2021, Canadian National Railway chief executive...
U.S. freight railroad traffic trends in March show the hit the U.S. economy is taking as a result of the COVID-19 pandemic, Association of American Railroads data shows. U.S. railroads logged 1,835,053 carloads...
In just a matter of weeks, Ryan Sitton went from being a lame-duck commissioner of an obscure Texas agency to one of the key figures in a global effort to save the oil market from plummeting prices...
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• 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]
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• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
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• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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