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Nick Cook, Editor
Issue #284 | August 12, 2020
Take a seat. Put on your reading glasses. There is a lot of great information in the newsletter this week. Honestly, I don’t know why! In addition to the reliable Infill Thinking analysis, we have a surprising number of webinars, podcasts, videos, and case studies added to the mix this past week. Oil prices remain stable (and, I think, slightly higher than expected). Some companies may be realizing that we’ve hit bottom, are stabilizing, and those companies are mildly surprised that they are still standing! They may be turning their attention back to business and trying to see what opportunities may be out there.
Let’s be a little optimistic and dream of the day when we can get back together, roll up sleeves and show our scars, catch up, and do some deals! Mid-November seems like an ideal time to do that! Maybe mid-November in San Antonio? Plan on joining us at the 9th Annual Frac Sand Supply & Logistics Conference (https://petroleumconnection.com/event/9th-annual-frac-sand-supply-logistics-conference/). It’s time to get back to business.
Skull Creek is east of Dinosaur National Park and about 17 miles from the Colorado-Utah border. Residents are concerned about impacts from a proposed frac sand pit mine, including truck traffic, noise pollution...
They claim it is a record...
U.S. Silica announced that Brad Casper has resigned from his position as the Company's President to pursue other opportunities effective August 31, 2020...
The guys from Nomad Proppant are pretty early on in their journey but they’re young and hungry. They hit on how raising early stage capital isn’t easy and it’s even harder when you’re pre-revenue & need $10m+ to start...
In this very good podcast Wes Adkins, US Rail and Logistics, Marc Bianchi, Cowen Equity Research and Thomas Coleman, Shale Rail discuss what is going on in the frac sand industry...
Being held on August 25, they will dive into the frac sand supply chain following the devastating blows in Q2 2020 with many companies filing for bankruptcy...
In a recent letter to investors, the company tempered frac sand expectations, but made an interesting disclosure regarding opportunities with photovoltaic solar panels...
Stan Bates, imprisoned for masterminding a Ponzi scheme that also took down former state Sen. Carlos Uresti, wants the U.S. Supreme Court to review his 15-year prison sentence...
The purpose of their Pipestone Area project with their junior E&P customer and trucking partners was to utilize their Last Mile Proppant Supply Chain Optimization Solution in order to ensure continuous...
Crew Energy is always looking for ways to reduce their environmental impact, improve safety performance, and increase the efficiency of their BC Montney operations...
Scanning more than 40 E&P earnings calls (and associated IR decks and 10Qs) over the past couple of weeks, we’ve been a bit surprised at how seldom the topics of frac sand, frac supply chain procurement...
Scanning more than 40 US E&P conference calls over the past couple of weeks, here are the most notable takeaways as it pertains to frac crews and completions activity in 2H20. The big themes are getting back to work on the completions side into year-end, and this is a pretty positive update…
Do you have goods or services to sell to the frac sand industry? If you would rather not wait until the November conference to get in front of the industry, or if you would like to do an advertising campaign leading up to the conference, you might consider putting a banner ad in the Frac Sand Weekly News Digest. In these difficult times, industry professionals are keeping a close eye on the news.
Short video covering mesh size, Krumbein shape factor, and turbidity...
ConocoPhillips is achieving high production rates from the Lower Middle Montney at Blueberry. The wells were completed with more than 13,000t of proppant and 90,000 m3 of frac fluid...
Oil edged higher as markets in Europe and Asia advanced on signs that the surge in coronavirus cases in the southern U.S. is slowing...
Oil posted the biggest gain in a week in New York amid signs that the U.S. may move forward with another economic stimulus deal that could bolster consumption...
The Petroleum Connection has announced that the dates of the 9th Annual Frac Sand Supply & Logistics Conference have changed...
Individuals are often overlooked in this asset-intensive sector, but talent shifts can have big implications for value creation, oilfield trends, sales and competitive dynamics...
Webinar Recording: Jack Baxter and Ben Wilby provided an overview of the Global Onshore Drilling & Well Services market, focusing on the top three countries for drilling activity and how the oil price collapse has affected them...
Some of the budget cuts have been completed, but more job reductions and facility closures are on the way, CEO Karl Blanchard told investors Wednesday...
Tallying up the E&P capex spending of the first fifteen E&Ps to report earnings back then, Infill Thinking calculated that they spent 59% of their budgets during 1H20, which saw a violent 40% spending...
U.S. shale producers are at a crossroads as they find themselves more efficient than ever. They can keep drilling, and potentially dent oil prices, or use the money to pay down debt...
“I believe it is likely to assume that demand will take a long time to recover,” Shell CEO Ben van Beurden said today as he announced his company’s second quarter loss, an unprecedented...
The American Association of Railroads, which tracks shipping data from railroads across the U.S., reports that railroads hauled roughly 481,000 carloads of freight and intermodal units for the week ending July 25, a drop of almost...
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