Frac Sand Weekly News Digest

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…

This Week's News

Here Comes MORE Delaware Basin Sand… Who Is This For??

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 and Pioneer Natural Resources Enter Multiyear Agreement for ESG-focused Frac Sand Last Mile Logistics

Detmar Logistics has entered into a first of its kind multi-year last mile logistics services agreement with Pioneer Natural Resources.

What The E&Ps Are Saying About Sand & Pipe Constraints & Runaway Cost Mitigation

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.

Lower 48 Oil Production Growth Forecasts Too Aggressive, Says Pioneer’s Sheffield

Projections of Lower 48 oil production growth this year are “way too high,” Pioneer Natural Resources Co. CEO Scott Sheffield said Thursday.

The Power Of SimulFracs

There’s new disclosures on moving the efficient frontier higher in simulfrac world…

Coterra and Devon study new LNG opportunities

Shale producers Coterra Energy and Devon Energy on Tuesday said they were evaluating new opportunities tied to liquefied natural gas but warned of a "crowded" market and challenging economics.

Drilling for shale oil is getting more expensive at the worst possible time

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.

What The E&Ps Are Saying About Inflation & Capex Budget Hikes

Highlights from earnings calls about the specific anticipated capital budget adjustments.

Why Surging Natural-Gas Prices Haven’t Sparked a Drilling Boom

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.

New Revelations About EOG’s Sand & Water Supplies In Texas

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.

Zacks.com featured highlights include Solaris Oilfield Infrastructure

SOI has an expected earnings growth rate of 983.3% for the current year.

Energy Stocks Still Have Gas in the Tank

Oil and natural gas are hot, and so are American energy stocks.

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