Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #344 | October 13, 2021

Lots of great stories and thoughts in this week’s update. ESG is a big, big theme. Haynesville and Eagle Ford in this week’s spotlight. Don’t miss out!

 

And now, the news…

 

 

This Week's News

Infill Thinking’s Top Fifteen 3Q21 Updates

Read up on the Top 15 articles for the past three months from the team at Infill Thinking.

U.S. Silica Holdings, Inc. to Explore Strategic Alternatives for Industrial & Specialty Products (ISP) Segment

U.S. Silica Holdings, Inc. announced that it is commencing a review of strategic alternatives for its Industrial & Specialty Products ("ISP") segment - including a potential sale or separation of the ISP segment.

Performance Proppants Announces the Addition of Two New Haynesville Shale Frac Sand Facilities, Increasing Local Supply by 3.5 Million Tons

Performance Proppants today announced that it has reached an agreement to purchase a 1,200 acre deposit in Merryville, Louisiana that contains up to 20 million tons of additional frac sand. The Company expects the facility to be fully operational by January 2022.

Leading Haynesville Sand Supplier Responds To Nat Gas Strength With Capacity Additions

Outside of a mini-mobile mine here or there, greenfield expansion is no longer the norm frac sand, but Performance Proppants is bucking the norm.

IAC Opens New Monahans Pffice

Natural Gas Prices Take Wild Ride After Putin Comments

Russian President Vladimir Putin said Moscow was ready to work on stabilizing the global energy market, causing a sudden reversal in natural gas prices, which had earlier soared to their highest level on record.

Are Frac Sand’s Strategic Consolidators FINALLY Emerging?

A look at three datapoints that we believe might, possibly, maybe signal that some sort of foundation is being laid now for future consolidation in US frac sand production.

Amazon, Port, Haynesville Shale adding boost to local economy

Northwest Louisiana can still expect a major bump from new businesses bringing thousands of jobs and an expected uptick in Haynesville Shale development.

Oil Prices Have Topped $80. But Don’t Expect a Spending Bonanza from Shale Drillers

American frackers are expected to lift U.S. oil-field spending 15% to 20% next year, but their investments are still well below pre-pandemic levels.

Advertiser Space Available

High Nat Gas Prices Add To The Intrigue In Eagle Ford D&C Market

Although the Eagle Ford is still only about 20% of the Permian’s size in fully utilized frac fleets, the frac activity growth rate on a percentage basis in South Texas during the past 3 months was double that of the Permian Basin.

Chesapeake Energy Corporation Appoints Domenic J. Dell'Osso President And Chief Executive Officer And Announces Revised Executive Compensation Program

Chesapeake Energy Corporation today announced that its Board of Directors has unanimously voted to appoint Domenic "Nick" Dell'Osso as President and Chief Executive Officer and a member of the company's Board of Directors, effective immediately.

Big Energy Companies’ New Pitch: ‘Carbon-Neutral’ Oil and Gas

Bundling barrels with promises to capture carbon can make companies’ emissions figures look better, but critics say the practice could undermine the case for burning less fossil fuel.

Fracking Is Going Electric and Not Everyone Is Impressed

Low-carbon fracking—as oxymoronic as it sounds—is gaining traction across the U.S. But since it still extracts the very oil and gas that fossil-fuel critics want the world to stop consuming altogether, not everyone’s convinced.

Chevron Sets Goal of Cutting Carbon Emissions in Operations, but Not for Products

Other large oil companies have disclosed similar net-zero goals over the past two years, as they face calls from investors and activists to respond to ESG, or environmental, social and governance concerns.

Black Mountain Sand Announces Resolution of Litigation

Black Mountain Sand is pleased to announce that after almost two years, the litigation matter styled, “Black Mountain Sand Midcon, LLC and Black Mountain Eagle Ford, LLC v. Schlumberger Technology Corporation” has been satisfactorily resolved.

Paying Off The Tease…

Infill Thinking fills in their teasers from early last week.

Australia: There’s excitement brewing at Suvo’s Nova silica sand project

While Suvo has been going great guns with its kaolin projects, the coming weeks should see some of the attention shift to its promising Nova silica sands projects.

Finding Favor In Frac Sand – Railed Tons Rising

Railed sand and obscure grades are of interest to many of us, so here is a quick recap of some of the things Infill learned talking to Chris Favors, formerly of Vista, who now runs Favors Business Solutions.

Canada: Calima Energy begins Throsby Leo frac program, three high-flow wells to be developed

Calima Energy Ltd has begun fracture stimulation for three wells at its Throsby asset in Alberta, Canada, as part of its Leo development program and coinciding with a period of strong Brent prices.

Sundance Energy Saves USD 500,000 with 60% More Stages per Day in Simultaneous Fracturing Operations

Schlumberger case study on the benefits of simul-fracs in the Eagle Ford.

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
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AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
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  • Conference Closes 12:00 pm
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  • Conference Golf Outing 1:00 pm

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