Nick Cook, Editor
Issue #320 | April 21, 2021
There is plenty of interesting news for the frac sand industry this week. And that means there is a lot to keep an eye on…simul-fracs, wet sand, unwashed sand, road safety, etc. We’re also going to test a “Survey of the Week” concept where readers can provide quick feedback on a topic of interest. Please provide us your feedback on the general concept and on the specific survey. If you have a survey question to suggest, please just shoot a note to [email protected] with a suggestion.
And now, the news…
Another roundup of some interesting frac sand sector research quick hits for Infill Thinking members. They start off with four last mile developments before moving on to finish with three frac sand points.
Oil steadied near $67 a barrel as the benefits of a weaker dollar were offset by the sweep of the coronavirus pandemic across key importer India.
The simulfrac trend is spreading fast in shale, and rightly so given the efficiency gains it promises to deliver.
Sheffield predicts overall U.S. production will rise at a 2%-3% annual rate, with most of the increases coming from the Permian Basin - where Pioneer is one of the largest producers - while all other shale fields will decline.
Earthquakes on the Delaware side of the Permian have been widely discussed for years, but Midland Basin seismicity has only just begun to heat up.
The May 12 event will be held in Monahans.
Infill Thinking takes a look at the Eagle Ford drilling outlook.
A bidding war is breaking out for Kansas City Southern, with Canadian National Railway making a $33.7 billion cash-and-stock offer for the railway. The bid trumps a $25 billion cash-and-stock proposal made by Canadian Pacific last month.
This marks the first time for Anton to serve Warburg Energy, a reputable gas company in North China.
Hour two of the show talks to someone from Specialized Desanders, and they wrap up with an interview with Ron Gusek from Liberty.
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