Nick Cook, Editor
Issue #313 | March 3, 2021
As the frac sand industry in Texas works to get back on track, the political and energy elites held court online at CERAWeek. We’ve included a couple of articles related to CERAWeek in the Digest this week, but for the most part I tried to ignore the all-too-predictable lectures coming from their speakers. If you want to hear some worthwhile speakers, register for the 6th Annual Frac Sand Industry Update, being held IN PERSON on March 31 at The Petroleum Club of Houston. Learn more and register here.
And now, the news…
For the first time since the freeze, Infill Thinking’s channel checks are starting to show signs that the sand supply chain is on the verge of normalizing and getting back on it’s feet.
The chief executives of Chevron and Saudi Aramco said they see a big role for natural gas even as the world shifts away from fossil fuels to renewable energy.
US Silica’s latest market commentary is in line with and affirms recent Infill Thinking reporting on tight frac sand spot market conditions, price increases, interest in term contracts, mine reactivations, and weather impacts.
The chief executives of London-based BP and Netherlands-based Royal Dutch Shell touted their efforts to transform their century-old oil and gas businesses into clean energy leaders, while chief executives of New York-based Hess Corp. and Madrid-based Repsol said they remained confident that fossil fuel demand will continue to grow with the world’s population.
As Infill Thinking readers know, many E&Ps gave preliminary 2021 budget guidance back as far as mid-2020. Maintenance capex was the trend, and that’s what most of them guided to.
Cutting off gas companies from $40 billion worth of natural gas reserves, the governors of New York, Pennsylvania, New Jersey, and Delaware moved Thursday to safeguard a channel that provides drinking water for millions.
In addition to the sand issues, which we’ve reported diligently on almost daily since the freeze, several other critical frac consumables are coming up in conversations with frac industry insiders now.
Everyone could probably use a little timeline context on recent events. We don’t know about you, but the last couple weeks are just a hazy blur for us! Funny how quickly everything can change with the weather.
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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]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
Event Registration – $25