Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #299 | November 25, 2020

It was great to see so many industry friends last week, at the 9th Annual Frac Sand Supply & Logistics Conference. We ended up with 175+ attendees.  While that was down compared to past years, it was still the largest frac sand event of 2020.  Most of this week’s newsletter are articles and LinkedIn postings related to the conference.  Some great information is included, so please take the time to read through them all!

For those who did attend, we expect to send the post conference information out later today (Wednesday).  It will include a link to download the presentations and attendee list, as well as some other information.  I apologize for the delay, but it was unavoidable.

Finally, we wish you and yours a Happy Thanksgiving!!

And now, the news…

This Week's News

Big Picture Market Impressions From Two Days Spent Talking Frac Supply Chain Strategy In San Antonio

Infill Thinking Picks Up Industry Intel at the Frac Sand Supply & Logistics Conference...

Some Fracking Sand Was ‘Revolutionary,’ or Maybe It Was Just Sand

The SEC is investigating a company after tests allegedly showed some of its products didn’t live up to the hype...

Select Sands customers resume purchases in Q3

Frac sand producer Select Sands reported that demand for its products resumed in the third quarter of 2020, in a results statement released on Monday November 23...

Brent oil hits 8-month high on hopes for vaccine in weeks

Global oil prices hit the highest level since March as hopes for a vaccine...

Once booming, sand mines shuttered

Frac sand mining has proven to be a boom and bust industry in Trempealeau County. From creating scores of jobs and bringing in millions in revenues to idling plants — local frac sand companies’ fortunes...

The First Permanent Closure Of A Permian Local Sand Plant Is A Small Step Toward Oversupply Correction

Infill Thinking has learned that Black Mountain has permanently closed their Sealy Smith plant outside of Monahans. While multiple Permian local sand plants have gone idle this year, this is the first we’ve...

The Straight Skinny On A New Greenfield Local Sand Project In Utah

After Infill Thinking wrote last week that Black Mountain recently sold their Permian Sealy Smith plant to a buyer that moved it to Utah, they went digging into Utah’s permit records to see if they...

PropX

Expect more consolidation in oil industry through mid-2021

The oil and gas industry could see another half-dozen mergers and acquisitions by the middle of next year as companies...

Anyone Need Sand in North Dakota?

Sand company goes under, leaving land owner with 22 million pounds of frac sand stored on his property...

One-On-One With Ron Gusek About Libertized Frac Sand

Infill Thinking’s Joseph Triepke interview Liberty Oilfield’s Ron Gusek as a highlight of the Frac Sand Supply & Logistics Conference. Joseph Triepke summarizes the interview here...

Ron Gusek Comments on Participating in the Frac Sand Supply & Logistics Conference

Joseph Triepke interviews Ron Gusek from Liberty Oilfield services...

Source Energy Services Provides Update on its Recapitalization Transaction and its Plan of Arrangement

The Company also announces an amendment to the Plan of Arrangement relating to the financing to be completed by the Company in connection with the completion of the Recapitalization Transaction...

Eagle Ford Field Trip Advances The Damp Sand Frac Narrative (Boots-On-The-Ground Report, Photos)

At last week’s frac sand conference in San Antonio, the wet sand frac concept came up early and often. After the event, Infill Thinking hit the road back to their Dallas HQ and took a detour that produced a new datapoint in the wet sand narrative...

Jim Wicklund Interviews Solaris Oilfield Infrastructure’s Kyle Ramachandran at the Frac Sand Supply & Logistics Conference

Kyle Ramachandran with Solaris Oilfield Infrastructure being interviewed by Jim Wicklund with Stephens at the 9th Annual Frac Sand Supply & Logistics Conference...

Advertiser Space Available

Frac Sand Industry Shifts, Geography, Shape Driving Costs

The Crude Life talks with Danny Skiff with Specialized Desanders about the frac sand industry...

Jonathon Clark (Westwood Global Energy), Steve Brock (Nomad Proppant), and Matt Oehler (PropX) Discuss Mobile Mines and Wet Sand at the Frac Sand Supply & Logistics Conference

Jonathon Clark with Westwood Global Energy Group moderating the Mobile Mine and Wet Sand panel featuring Steve Brock with Nomad Proppant Services and Matt Oehler with PropX LLC at the Frac Sand Supply & Logistics Conference...

Industry Experts Talk About “The Way Forward for Frac Sand”

Joseph Triepke (Infill Thinking), Jason Morin (Black Mountain Sand), Chris Samanns (Signal Peak Silica), and Dr. Michael Mintz (Sand Revolution) had a great conversation about the way forward to frac sand...

Houston Energy Industry News Covers the Frac Sand Supply & Logistics Conference

Richard Carranza snaps some pictures from one of the receptions at the largest frac sand event of the year...

Elected Official Defends CanWhite Proposed Sand Mine

Bob Lagasse calls on people to allow the environmental reviews to proceed...

Sand Revolution Is Hiring

Sand Revolution is hiring for the positions of shop clerk, field mechanics, diesel mechanics, and CDL Class A drivers...

Dynamic Energy Is Hiring

Looking for frac sand owner/operators...

Could OPEC's house of cards collapse?

As the Cartel's oil ministers prepare to meet in just over a week to decide on the next step...

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