Frac Sand Weekly News Digest

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…

This Week's News

Sanding Fracs Is Getting Easier But Still Not Easy

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.

Chevron, Saudi Aramco CEOs Bullish on Natural Gas in Low-Carbon Future

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 Frac Sand Market Outlook

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.

6th Annual Frac Sand Industry Update

Oil Leaders Clash Over Fuel's Future at Virtual CERAWeek

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.

Tight Oil E&P Capex Creeping Higher Y/Y In 2021

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.

Historic Fracking Ban Near Delaware River Cemented by 4-State Agency

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.

10th Annual Frac Sand Supply & Logistics Conference

It Wasn’t Just Sand That Was Hard To Get For 1Q21 Fracs…

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.

Texas Frac Demand Constrained By Frac Sand – A Headline That Was Unimaginable In 2020, But Here We Are!

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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