Frac Sand Weekly News Digest

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…

This Week's News

The State Of Sand In The Haynesville Shale – Demand, Pricing, & Supply Updates

We take a look at one of the fastest growing shale plays - The Haynesville.

Texas Natural Gas, Oil Drilling Permitting Jumps 38% in February

The Railroad Commission of Texas (RRC) reported that it issued 38% more original drilling permits year/year across the Lone Star State in February.

Western Nations, Allies to Release Oil From Reserves

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.

The Eagle Ford Sand Situation Is Getting Worse Before It Gets Better

An update to Infill's sand report documenting an extremely difficult procurement situation for buyers of frac sand in South Texas.

Rig report: Permian rig count up nearly 100 in last year

Growth remains slow though, constrained by labor shortages and supply chain bottlenecks on everything from iron and steel to frac sand.

Pennsylvania GOP Senate primary: Dr. Oz, David McCormick trade fire over fracking

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.

Pressure Pumper Talks About Big Downtime From Frac Supply Chain Shortfalls

Sand, water and trucking aren’t easy and multiple pressure pumper have been fighting an uphill battle on these fronts.

Soaring prices won’t fuel big increase in activity in 2022

Buried in this article, ConocoPhilips' EVP Tim Leach talked about transitioning the acquired Shell wells to their company's style - including their sand specs.

UK: Government paves way to end fracking moratorium with new survey

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.

Advertiser Space Available

Gas Plays, Eagle Ford, and DJ Basins Are The 1Q22 Drilling Standouts

With 1Q22 in the books, here’s a look at how drilling activity in the key basins performed.

LinkedIn Post: EnergyPoint Research

An update from Joseph Triepke of Lium Research about what's going on in the Permian.

Chevron Looks to Reduce Operating Expenses as It Steps Up Production

The energy giant in January reported its most profitable year since 2014.

3 Boxes. 1 Trailer. 5 Miles.

An innovation in last mile logistics for frac sand comes to light this week.

LinkedIn Post: Big Oil to Face Grilling Over High Prices

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.

Source Energy Services Announces Appointment of Scott Melbourn as Director

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.

Quarter In Review: Infill Thinking’s Top 10 1Q22 Updates

Infill Thinking's biggest stories from 1Q22.

Asian Liquefied Natural Gas Demand Is Cooling Fast

Liquefied natural gas demand in Asia has already taken a meaningful hit. In the long run, the consequences could be even more profound.

Possible bench trial in suit involving shipped sand

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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AGENDA - NOV 18

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AGENDA - NOV 20

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