Nick Cook, Editor
Issue #378 | June 22, 2022
Big frac sand M&A of a large plant out in Monahans and more exciting stories as the world adjusts to the reality of green energy and fossil fuels.
Keep an eye on your inbox with more details, but mark your calendar for August 10th in Houston for a frac sand happy hour hosted by the Petroleum Connection! It will be a great opportunity to network in a casual setting with some great craft beers.
And now, the news…
Analysis of the new deal and what the implications will be for the two companies (and the industry) after the $90 million sale.
You can’t frac a well if you don’t have the frac sand you need to frac a well.
Developed economies are expected to face a worsening economic outlook and rampant inflation, says IEA.
Is the current rig count the threshold for the future?
Domestic oil and gas production has increased since Mr. Biden came into office and is projected to rise to record highs, but that has just inflamed concerns from environmentalists that Mr. Biden is backing away from his green agenda.
We are tracking a developing story with corporate finance implications in the frac sand space after the new hire featured in last week's digest.
A federal jury this week found that former Minnesota oil industry executive Michael Reger was responsible for securities fraud, capping a shareholder lawsuit against Dakota Plains.
ProFrac reported solid 1Q22 earnings, raised guidance for 2Q22, and held their first conference call with investors as a public company.
Road construction projects throughout Barron County will get state and federal funding after announcements that more than $180 million has been released by the Wisconsin Department of Transportation for statewide road work.
E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023.
Although E&Ps are increasingly concerned about fleets being a limiting factor on 2023 growth, the active U.S. frac fleet is expanding modestly at both ends of the spectrum.
Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.
Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday.
Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to [email protected]
Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
- separate golfer registration required
- Evening open for client dinners
- by Invitation Only
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
Event Registration – $25