Frac Sand Weekly News Digest

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…

This Week's News

Sand M&A Comes Back With A Big Permian Deal…

Analysis of the new deal and what the implications will be for the two companies (and the industry) after the $90 million sale.

Commentary: White House Request is Like Asking for Blood from a Stone – Irina Slav

You can’t frac a well if you don’t have the frac sand you need to frac a well.

Oil-Supply Growth Expected to Lag Behind Demand Next Year

Developed economies are expected to face a worsening economic outlook and rampant inflation, says IEA.

Permian Rig Count Closing In On Cyclical Ceiling?

Is the current rig count the threshold for the future?

Energy Inflation Derails Biden’s Climate Agenda

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.

A New Hire Datapoint Seems Consistent With The Frac Sand IPO Rumor Du Jour

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.

Jury Finds Minnesota Oilman Michael Reger Liable for Dakota Plains Security Fraud

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.

Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company

ProFrac reported solid 1Q22 earnings, raised guidance for 2Q22, and held their first conference call with investors as a public company.

City, county benefit from new road funds

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.

Shale E&P Capex Follow Up – A Forward Thinking Data Update

E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023.

More Horsepower – Watch Auction This Week For More Frac Fleet Expansion

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.

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SPONSOR ADD-ONS

  • EXPO: 20'x40' Equipment Display Space $3,500
  •  
  • CONFERENCE: VIP Dinner November 18th $6,000
  • CONFERENCE: Coffee Mugs $4,500
  • CONFERENCE: Notebooks SOLD
  • CONFERENCE: Speaker/Sponsor Reception  November 17th $4,000
  • CONFERENCE: Mobile App $3,000
  • CONFERENCE: Day 1 Kick-Off SOLD
  • CONFERENCE: Day 2 Kick-Off $3,000
  • CONFERENCE: Lanyards SOLD
  • CONFERENCE: Networking Lunch  November 18th SOLD
  • CONFERENCE: Networking Reception Glasses $3,000
  • CONFERENCE: Day 1 Morning Break (Video ad) $2,500
  • CONFERENCE:Day 1 Afternoon Break (Video ad) $2,500
  • CONFERENCE: Day 2 Morning Break (Video ad) $2,500
  • CONFERENCE: Case Study 1 $2,500
  • CONFERENCE: Case Study 2 $2,500
  • CONFERENCE: Charging Station $2,500
  • CONFERENCE: Printed Program $2,500
  • CONFERENCE: Wifi $2,500
  •  
  • GOLF: Water Bottles SOLD
  • GOLF: Hosted Hole (Beverage Station & Contest) $3,700
  • GOLF: Hats $3,500
  • GOLF: Cigars $3,200
  • GOLF Divot Tools $3,200
  • GOLF: Balls $3,200
  • GOLF: Towels $3,200

AGENDA - NOV 17

  • Pre-Conference Golf Outing Begins 1:00 pm

    - separate golfer registration required

  • Exhibitor Setup Begins 1:00 pm
  • Speaker/Sponsor Reception 6:00 pm
  • Exhibitor Setup Concludes 10:00 pm

AGENDA - NOV 18

AGENDA - NOV 19

AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Shuttle Service from Hyatt to Expo Begins 10:00 am
  • Welcome Reception at the Expo 4:30 pm
  • Shuttle Service from Hyatt to Expo Ends 6:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) SOLD
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program SOLD
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25