Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #383 | July 27, 2022

Frac sand supply is nearing equilibrium in Texas, but demand for US oil and gas is still outpacing supply. Particularly, the US gas exports to Europe are being pushed and challenged to meet the sky-high demand. Will frac sand pricing stay where it’s at? Read our analyst’s opinions in here.

 

Two weeks until our Houston frac sand happy hour, so get your pass today!

 

As always, compiling the most relevant news into your inbox every Wednesday morning: the Frac Sand Digest.

 

And now, the news…

This Week's News

Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium

Adam Smith's "Invisible Hand" appears to touch Permian frac sand as the drastic demand gap seems to have stabilized. What's the outlook ahead?

Halliburton Warns Significant Frack Growth May Be Impossible This Year

Even if exploration companies were to obtain fracking equipment for drilling new or existing wells, the frack sand used to blast through shale rocks is in short supply across Texas.

W&LE $10MM Track Reconfiguration Project Advances

Rail lines in Appalachia look to alleviate traffic, hopefully making things even more efficient for railed sand.

Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions

On Monday afternoon, Liberty reported earnings that smashed consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations).

World’s Growing Thirst for American Gas Tests U.S. Ability to Meet Demand

Exports of American LNG are booming, but constraints at home and abroad limit how much natural gas the U.S. can add to global supplies.

A Look At Frac Crew Expansion YTD, With The Biggest Pumper “Sold-Out” All Year

Frac crew counts continue trending higher despite a much more disciplined frac industry.

High Crude Prices Are Here To Stay

Frac sand prices, for instance, had soared by 185 percent over the 12 months to March this year to some $40-$45 per ton, adding to the cost for extracting crude.

In Other News… Frac & Frac Sand Datapoint Roundup

Interesting datapoints from across the frac sand world over the past week.

What Does Gas Cost Today Where You Live?

An interactive map of the current average price for a gallon of regular unleaded gasoline in each state.

Pennsylvania Marcellus Drilling & Completions Chart Book

It's particularly interesting to note the change to the DUCs and how the efficiency of each well has changed over time.

Horsepower, Sand Supply Limits Suggest Tight Frac Market

Sand will likely continue to be an issue, according to Luke Smith, U.S. onshore analyst at Westwood Global Energy Group.

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm

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) $2,500
  • 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 $2,500
  • 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