Nick Cook, Editor
Issue #338 | September 1, 2021
Increasing local mine growth, simul-frac discussions, Canadian growth, and more. Continued growth in the frac sand world this week!
AND we are only two weeks away from the 10th Annual Frac Sand Supply & Logistics Conference in Grapevine! If you’re not registered, you still have time using this link.
It’s almost time, so let us know if you plan to bring a spouse or kids. That way we can get them a name badge to take advantage of the 100+ discounts at Grapevine restaurants and stores! See this link for more information.
And now, the news…
Permian vs Eagle Ford vs Haynesville vs MidCon. A look at how fast the labor force is growing in each basin.
The 10th Annual Frac Sand Supply & Logistics Conference will have an introduction, presentation, and panel discussion on simul-fracs.
Bold prediction: Eagle Ford rig count will push significantly higher into early-2022.
Don’t forget that the Petroleum Connection will be holding a Frac Sand Asset Showcase on September 15, 2021 at the Gaylord Texas Resort & Convention Center.
Sneak peek ahead at the growth in 2023 base case shale activity expectations for spending, frac, and rigs.
Select Sands reports increased sales volumes for Q2 2021 (42% higher compared to Q1 2021 and 61% higher than Q4 2020) driven by further expansion in customer activities in response to an improved commodity price environment.
Aside from the priceless (net) activity recovery in pressure pumping this year, ESG fleet conversion is the sector’s biggest theme.
Great industry perspective on LinkedIn from our friend, Dr. Syverson.
Mine activity for the first half of 2021 for all mines known to sell frac sand in the USA.
The domestic frac sand market appears to be showing signs of recovery, customers are reporting 20-50% increase in volume of sand pumped during the second quarter of 2021 compared to the second quarter of 2020.
“We are drilling near some of our best wells to date and planning to implement a higher frac intensity relative to the previous wells with improved economics expected.” – Jordan Kevol, chief executive CE1
Sneak peek at what to look forward to for Petroleum Connection’s next event!
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- separate golfer registration required
- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• 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