Nick Cook, Editor
Issue #372 | May 11, 2022
Sand continues to be a focus on earnings calls throughout the industry. The publics are committed to a restrained growth and funneling capital back to investors.
Are we seeing a more stable industry from here on out? If so, it is going to become even more necessary to build connections with those in the industry who will be in it for the long haul. For sand mines, it will become even more necessary to invest in the infrastructure and maintenance to keep supply steady. No better place to build those relationships at the premier frac sand conference!
Also, new sand plant coming to the Delaware Basin? Lots of great reads, so let’s dive in.
And now, the news…
Well… after writing about a couple new EOG plants this morning in this report, we opened our LinkedIn only to find a hint that MORE frac sand on the way…
Detmar Logistics has entered into a first of its kind multi-year last mile logistics services agreement with Pioneer Natural Resources.
During 1Q22 earnings season, E&Ps devoted more air time to things like fuel, sand, OCTG, labor and trucking than they have in a long time.
Projections of Lower 48 oil production growth this year are “way too high,” Pioneer Natural Resources Co. CEO Scott Sheffield said Thursday.
Inflation in the oil sector is worsening and industry executives see no reason to expect cost pressures on everything from steel pipe to frack sand to ease any time soon.
E&P spending plans are evolving rapidly…
Highlights from earnings calls about the specific anticipated capital budget adjustments.
Natural-gas drilling has rarely been so profitable. Yet U.S. producers say they will retire debt, buy back shares and pay dividends rather than ramp-up output.
In this update we put two and two together to illuminate EOG’s new Permian sand procurement strategy to get sand closer to the wellhead.
SOI has an expected earnings growth rate of 983.3% for the current year.
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