Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #388 | August 31, 2022

Busy week for frac sand news with M&A, new entrants, assets for sale, new e-fleets, Marcellus local sand, and more!

 

The industry is buzzing as we get ready for November’s 11th Frac Sand Supply & Logistics Conference. As we’re working on the agenda, let us know what you’re most interested in hearing about in our survey!

 

Three-day weekend is getting closer, but pour that heater in your coffee and take a few minutes to read this week’s newsletter.

 

And now, the news…

This Week's News

If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs

WTI above $80 means frac sand demand will continue to grow through next year. Important forecasts on what will happen if prices drop below that or if it stays about $100.

Lafayette frac sand supplier bought by Mississippi company

Gulf Coast Sand, based in Picayune, Mississippi, bought Shale Support LLC in a deal announced Friday.

Adding a new sand loadout? Here’s one for sale

If you’re in the market for a frac sand loadout, we’ve been in touch with an interested seller.

Unconfirmed But Talk Heating Up About A Potential New Sand Miner

While unconfirmed, frac sand rumors say they might be the next new name in the game on local sand development in the Permian.

Survey: thoughts for November's Agenda

What are some topics you'd like to hear more about at November's Frac Sand Supply & Logistics Conference?

ProPetro announces plans to add electric frac fleets

Management pointed out that the new fleets can be configured for either simul-fracs or zipper fracs.

LinkedIn: Does a rising tide float all (frac) boats?

Fascinating graphs highlighting revenue/fleet for many pressure pumpers comparing Q1 vs Q2.

Eye In The Sky Still Shows A Lot Of Stacked Horsepower In This Yard

Sparse Oklahoma yard in 2019 to overflowing yard in 2020 to...

Why is Europe not Fracking?

European shale gas could replace all of its current imported gas requirements for up to one hundred years. Remarkably, fracking is the one energy policy that has barely figured during the current crisis.

Cutting Emissions In Sand’s Last Mile – Quick Update On Some Notable Recent Fleet News

Catching up with the company’s leadership team this week, we learned more about their CNG refleeting efforts announced last week.

OPEC President Is Open to Cutting Oil Production

Momentum is building among oil producers behind the idea of cutting crude production to stabilize the market, with OPEC’s president the latest to back Saudi Arabia’s suggestion that the alliance might pump less—comments that pushed the price of a barrel back over $100 earlier this week.

Westwood Insight – Global onshore rig demand forecast for 24% growth by 2026

Westwood expects to see a stronger increase in activity than previously forecast, however, operators remain wary of threats such as rapid changes in commodity pricing and the pricing of drilling materials such as drill pipe and frac sands.

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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 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