Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #371 | May 4, 2022

Mobile sand mine announced by a major E&P, updates on the NWS rail situation, and analysis off the most recent earnings reports.

 

It’s another busy week in frac sand with some great insights to read.

 

And now, the news…

This Week's News

A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…

In March driving around out in the Permian, we laid eyes on the frac sand industry’s newest plant… Today, the E&P customer behind it talked all about it for the first time.

Texas is finally seeing escalation in oil and gas activity

The number of oil and natural gas drilling permits issued by the Texas Railroad Commission reached an all-time high in March, at more than 1,100.

Devon Launches Its Own Mobile Sand Mine to Cut Fracking Costs

Devon Energy Corp., one of the biggest oil explorers in the Permian Basin, is getting into the sand business to combat rising costs.

Everything You Could Possibly Want To Know About Alpine Silica – Including How Much They’ve Made & Spent

A summary of the highlights from ProFrac's Alpine Silica sand mine data - and there's a long of data...

Think You Know Where Proppant Goes During Fracturing? Based on Recent Testing: Don’t Bet on It

A team of engineers did something no one had done before: a full-scale fracturing test on the surface. The results surprised the fracturing experts involved.

Europe Moves to Sanction Russia Again, Closing In on Oil Embargo

The new sanctions would mark one of the toughest moves yet by the European Union to punish Russia for its attack on Ukraine.

New Evidence Of Rail Constraints for NWS & A Silica Dust Rule PSA

Thesis tracking on recent prediction about more NWS by rail challenges shows evidence piling up. Plus, are the silica dust rules for mines about to change?

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Drilling Rig Prices Are Spiking in the U.S. Shale Patch

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.

Russian Gas Stoppages Spur Europe’s Race for New Energy Supplies

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

Here’s What The Pressure Pumpers Are Saying About Fleet Expansion As Prices & Demand Increase

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.

Things I Learned This Week as Earnings Season Continues

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.

Good News Could Be Brewing For E&Ps In The Last Mile Market

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

Russian Supply Concerns Drive Natural-Gas Prices Higher

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

US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained

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

The Permian Basin Oil Field Is Running Out of Workers, Materials—and Cash

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.

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