Frac Sand Weekly News Digest

Pete Cook, Editor

Issue #296 | November 4, 2020

As we put together this news digest, polling stations are still open and very busy.  By the time you read this, we might even know the election results.  Even so, there are several good articles related to oilfield services and the frac sand supply chain.  Many of the companies covered in these articles will also be featured on the agenda at the Frac Sand Supply & Logistics Conference in two short weeks!  Please join us to hear from Liberty Oilfield Services, Solaris, and Infill Thinking, as well as other top analysts and industry leaders.  It is going to be a smaller conference, but there will certainly be some deals done and great networking opportunities.  I hope you can join us!

And now, the news…

This Week's News

The Beginning Of An Asymmetric Frac Sand Mining Recovery?

Even though there’s still a loooooong road to anything resembling a full recovery, 3Q20 was an up quarter sequentially in the proppant industry...

Analyst: U.S. Silica Holdings: The Worst Is Over

Analyst thinks a moderately bullish view on the stock is warranted at present levels in an improving broader environment for oilfield and industrial markets...

US Silica’s Latest Frac Sand Market Outlook

On Thursday morning at 9:00 am central, US Silica management hosted their 3Q20 earnings call.  Infill Thinking takes a look...

Solaris Oilfield Infrastructure: No Debt And A 7% Dividend Yield

Analyst thinks the company is attractive at current levels and are recommending it for growth and income...

Wellsite Storage Market Commentary From A Silo Provider

Our quick takeaways relevant to the broader frac supply chain market from Solaris’s earnings call on Friday morning...

Victory Nickel Announces Process to Improve Capital Structure

Victory Nickel announced that it has engaged Red Cloud Securities on an exclusive basis as its financial advisor to manage a process on behalf of the Company to improve the capital structure of the Company...

Premier Oilfield Group’s Frank Zamora Talks Proppants on Zoom Talk

In the next installment of Premier’s series, Zamora discusses modeling proppant transport...

BP Looks to Haynesville on Rising Henry Hub Natural Gas Prices, LNG Export Outlook

BP plc has no plans to veer off an objective to reach net-zero emissions by 2050, but natural gas and oil continue to be the “engine” driving the company in the near term, CEO Bernard Looney said...

PropX

Reading Between The Lines For The Pressure Pumping Market Outlook

On Wednesday, two pressure pumpers talked with investors about their market outlook and current activity levels. Reading between the lines and screening out the marketing and financial details, here are just the key points that matter for the frac market outlook…

Can Liberty Oil’s Maverick Corporate Culture Survive the US Shale Bust?

Chris Wright is running the second-biggest fracking company in North America and preparing for a battle to keep the unconventional culture he has built at Liberty Oilfield Services Inc. The challenge will...

Liberty Oilfield Finds Opportunities with Haynesville Entry, OneStim Takeover

Denver-based Liberty Oilfield Services Inc. proved the contrarian during the third quarter, and it appeared to pay off, as it acquired a top-tier pressure pumping business, gained entry into the gassy Haynesville Shale...

Liberty Responds (Indirectly) To A Peer’s Sweeping Supply Chain Reform With Their Own View On The Topic

An interesting conversation was had on Liberty’s earnings conference call Wednesday morning.  It was a conversation directly related to the topic of a recent Infill Thinking exclusive report:  Halliburton’s supply chain automation push...

Federal oil and gas leases in New Mexico attacked despite billions in revenue

A sale of federally-owned land in southeast New Mexico this week could see thousands of acres designated for oil and gas extraction in the oil-rich Permian Basin...

Advertiser Space Available

Oil gains on weaker dollar, OPEC+ hints at delaying output hike

Oil gained following the broader risk-on sentiment in markets, and as OPEC+ inches closer to delaying a planned easing of output cuts...

With no cuts left to make, Big Oil sits and waits for a recovery

It was Andrew Swiger, the chief financial officer at Exxon Mobil Corp., who summarized the attitude of the whole industry after Big Oil ended reporting another dismal set of quarterly earnings...

‘Fracking’ Debate Makes Its Debut On Presidential Campaign Stage

In its closing days the presidential campaign has re-energized the ongoing debate over “fracking”...

Trump Makes Final Push To Defend Fracking

President Donald Trump is reportedly preparing to sign an executive order that would mandate the analysis of fracking and its effects on the economy in one final campaign push to defend the technology that made...

Trump considers fracking order as he woos swing states

President Donald Trump is considering an executive order on fracking as he criticizes Democratic nominee Joe Biden’s stance on energy policy...

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