Nick Cook, Editor
Issue #390 | September 14, 2022
Always the latest, biggest news for frac sand: your Wednesday morning digest!
And now, the news…
A look at costs in one of the key drivers of completions cost to provide some context.
This cycle, there’s no EBITDA tipping point that will cause over supply of pressure pumping equipment.
Although the customer has not been announced, this new plant will go live in the next couple weeks.
As for a longer-term solution, Ms. Truss supports more domestic energy production via shale fracking.
“Effective” capacity online today seems to be below estimated demand for Q3, but what would that mean?
To place large volumes of fluid and sand into the reservoir, many fracturing pumps with the support of auxiliary equipment are deployed and operated continuously.
Feedback from operator's notes at Barclays energy investor conference.
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• 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
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