Frac Sand Weekly News Digest

After driving up prices for everything from steel pipes to frack sand to labor, inflation has finally ensnared the centerpiece of oilfield equipment: the drilling rig.

European officials say Kremlin is throttling gas for Poland and Bulgaria to warn countries not to impose embargoes or arm Ukraine.

While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening.

Two years ago, if you would have said a 2022 issue was that we couldn’t bring enough Northern White sand into the Permian and it was potentially slowing completions, you would have been accused of being in a different metaverse.

An interesting / surprising inflection in the mainstream narrative around trucking is worth watching for everyone in the frac supply chain.

Stoppage of Russian exports to Poland and Bulgaria stirs investors’ anxieties about further global supply strains.

A digestible bullet point summary of the key market intel US Silica provided as they shared their positive results and outlook.

Mounting supply-chain crunches are putting a ceiling on how much more frackers can produce there, said energy executives and analysts, despite the highest oil prices in roughly seven years.