Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #298 | November 18, 2020
The Frac Sand Supply & Logistics Conference is underway!! Thank you to all of you who were able to join us. And for those who were unable to do so, we look forward to seeing you again soon. God-willing, these vaccines will continue to develop and we’ll have some successful options available soon!
And now, the news…
This Week's News
Amid Talk Of Another Sand Hauler Closing The Door, The Last Mile Niche Is On Thin Ice
Infill Thinking has learned that Agility Energy, Inc. is shutting down...
Mini-Mobile And Mini-Minimalist. 2 Permian Frac Sand Growth Projects Could Be Online Imminently (Infill Thinking Exclusive)
There is talk in inner frac sand circles this week about two interesting capacity additions...
Oil companies on track to discover 10B barrels this year despite pandemic
More than 8 billion barrels of crude and associated natural gas have been discovered so far this year, up from a decades-low 7.7 billion discovered in 2019 during the last oil bust, according to Rystad Energy...
What’s Left In The Tank For The Rest Of The Year For Oily E&Ps? Quite A Bit Actually…
With 3Q20 financial results out for most public E&Ps, Infill Thinking is refreshing their capex monitor...
Oil extends gains on latest vaccine breakthrough, China recovery
Oil capped its biggest weekly advance since early October on Friday after news of Pfizer’s Covid-19 vaccine breakthrough...
Back To 300 By Thanksgiving? It’s Not Too Soon To Put The Impressive Rig Rebound Since August In Context
Although the oilfield is still dragging bottom and the capacity overhang will linger on for a while, it’s not too early to begin thinking about recovery trajectories...
EQT May Seek More Shale Deals After Chevron
The U.S.’s largest gas producer is no longer in growth mode and acquisitions are a way to gain economies of scale and help it return capital to shareholders, according to EQT Chief Executive Officer Toby Rice...
2021 Public E&P Spending Indications Arrived Early This Year
We have fairly comprehensive visibility on 2021 E&P spending plans far earlier in the calendar than normal this year for the group of 40 public operators Infill Thinking tracks...
COVID-19 oil bust turns once-pricey West Texas land into a bargain
Since the coronavirus pandemic deflated crude demand, the value of oil land in West Texas and around the country has plummeted...
Q3 Rail Recap: The Good And Not So Good
With the railroads' third-quarter earnings releases over and done, it's time to take a look at who the "winners" and "laggards" were in Q3...
A Series of International Unconventional Projects; UAE
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
A Series of International Unconventional Projects; Romania
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
A Series of International Unconventional Projects; Turkey
I noticed on LinkedIn this week, several posts about international unconventional drilling projects, so I thought I would share them...
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