Frac Sand Weekly News Digest

Pete Cook, Editor

Issue #321 | April 28, 2021

We have a full newsletter this week, with a wide variety of topics.  Grab a cup of coffee and enjoy!

 

And now, the news…

This Week's News

Results from Last Week’s Frac Sand News Digest Survey

Last week we launched out first informal survey for our readers. We asked about the impact (positive and negative) of some of the biggest trends in the industry. Check out the results!

SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps (Simulfrac Series)

Infill Thinking continues their simulfrac series with a fourth installment, this one discussing procurement strategy implications.

Frac Sand Survey of the Week

This week we’re asking what we can do to make the Frac Sand Supply & Logistics Conference a great experience. We’ll get to what agenda topics and speakers you want to see later on. This survey is asking what fun stuff you might like to see. Please take it!

IAC Frac Sand Support

Quantifying The Permian Sand Mine Snap Back

Infill Thinking is in the process of a big batch update to their detailed local sand mine database files, which can be accessed in Lium Sheets by their data clients within the next week or so.

MPR Invests In Expanded Transloading Operations Along Ohio River

An Ohio transloading business has purchased 50 acres along the Ohio River with frontage on two rail lines as part of the first, $9.5 million phase of a multimodal project.

Badger Mining Expressed their Support for CN’s Bid to Acquire Kansas City Southern

Badger Mining expresses support for CN’s proposal to acquire Kansas City Southern.

A New Frac Outfit Joins The Fray In An Oversupplied US Pressure Pumping Market

On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent a positive inflection in the current supply/demand trajectory, we aren’t so sure.

10th Annual Frac Sand Supply & Logistics Conference

The Drilldown Podcast: What "Net Zero" and Wet Frac Sand Have in Common (Part 1)

How climate change & net zero are causing wet frac sand to show up on location.

The Drilldown Podcast: What "Net Zero" and Wet Frac Sand Have in Common (Part 2)

How climate change & net zero are causing wet frac sand to show up on location.

Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…

The company talked for the first time publicly about their supply chain transformation that Infill Thinking unearthed last year, which is being closely watched by other pumpers.

California Gov Orders Fracing Permit Ban

Californian Governor Gavin Newsom will ban new hydraulic fracturing permits in the coming years as the state pushes to eliminate net greenhouse-gas emissions by 2045. When does that recall vote happen again?

Advertiser Space Available

Marcellus Drilling (-) & Completion (+) Activity Trends

Last week, it was the Eagle Ford and before that the Permian. Today, we shine a spotlight on the Marcellus.

Jennifer Granholm’s Tone Deaf Advice For The Oil And Gas Industry

Granholm’s advice to the industry betrays a lack of real understanding of the nature of the overall U.S. oil and gas industry, and the diversity already present in it.

New Book Released

Frac sand leader Mark Krumenacher has just released a new book: Quarry Regulatory Control and Permitting: Defending the Foundation of a Sustainable Society

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