Nick Cook, Editor
Issue #367 | April 6, 2022
As permitting skyrockets and rig counts grow to the highest level in two years, the question is all about securing stable sand supply to make sure those wells stay online.
Sand supply remains a big problem in the Eagle Ford and even beginning to be an issue in the Haynesville (although Performance Proppants is investing heavy in local sand).
In the international front, Western nations and allies are releasing oil from their reserves to combat the prices on account of the Ukrainian war. Also, the UK to reconsider the moratorium on fracking as a result of Ukraine. It will be interesting to see how the world adjusts its attitude towards oil and gas in the coming decade.
This week’s most out-of-the-blue featured person: Dr. Oz? Some good articles below, so block off the next 20 minutes to drink your coffee and dive in.
And now, the news…
We take a look at one of the fastest growing shale plays - The Haynesville.
The Railroad Commission of Texas (RRC) reported that it issued 38% more original drilling permits year/year across the Lone Star State in February.
Most of Europe, Canada, Mexico, Japan and South Korea will join the U.S. in a bid to tame prices that have soared following Russia’s invasion of Ukraine.
An update to Infill's sand report documenting an extremely difficult procurement situation for buyers of frac sand in South Texas.
Growth remains slow though, constrained by labor shortages and supply chain bottlenecks on everything from iron and steel to frac sand.
Mehmet Oz and David McCormick, two of the top contenders in Pennsylvania’s crowded and divisive Republican Senate primary, took aim at each other over the issue of fracking as they faced off for the first time on the same stage.
Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts.
Buried in this article, ConocoPhilips' EVP Tim Leach talked about transitioning the acquired Shell wells to their company's style - including their sand specs.
The government’s upcoming energy strategy will focus on boosting domestic energy supplies to reduce its dependence on overseas energy, an increasingly urgent issue for the Johnson administration amid spiraling energy bills and Russia’s invasion of Ukraine.
With 1Q22 in the books, here’s a look at how drilling activity in the key basins performed.
An update from Joseph Triepke of Lium Research about what's going on in the Permian.
The energy giant in January reported its most profitable year since 2014.
An innovation in last mile logistics for frac sand comes to light this week.
A U.S. congressional panel said it would hear next month from six oil company executives who are expected to vet questions on whether corporate greed was behind the steady increase in commodity prices.
The Board of Directors of Source Energy Services announced today that Mr. Scott Melbourn has been appointed as a member of the Board of Directors of Source to fill the vacancy created by the resignation of Mr. Brad Thomson.
Infill Thinking's biggest stories from 1Q22.
Liquefied natural gas demand in Asia has already taken a meaningful hit. In the long run, the consequences could be even more profound.
A court-appointed receiver handling the bankruptcy case of New Auburn-based Northern Industrial Sands is requesting a trial to recover more than $165,000 in damages from a company in Fountain City, Wis., according to Barron County Circuit Court documents.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• 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
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