Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #391 | September 21, 2022

M&A discussions are popping up. Frac sand rail lets out a big sigh as the labor crisis is averted. Another big theme this week is the forecasts ahead for shale output based on current market conditions. You can get some preliminary forecasts, or you can join us at the frac sand supply & logistics conference for a full in-depth presentation.

 

And now, the news…

This Week's News

Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up

Over the past two weeks, industry contacts are talking about several more potential deals rumored to possibly be announced before year-end.

M&A Overdrive: Ranger Oil CEO Sees Eagle Ford Consolidation as Inevitable

Supply security for frac sand is paramount says CEO Darrin Henke.

Crisis Averted. Here’s What A Rail Strike Would Have Meant For Frac

The percentage of frac sand transportation that relies on railed sand is significant. How bad could it have been?

Subseasonal trucking market still soft and loose

Year to date, the best-performing rail commodities have been those closely linked to food and energy, especially frac sand.

Alleged survivalist sentenced to probation in sand plant break-in

A Cameron man who broke into a frac sand plant near New Auburn and allegedly left a threatening note that can avoid a prison term if he complies with terms of probation.

The Nascent Rail Service Recovery Breathes A HUGE Sigh Of Relief

For frac it would have been a big deal but for railroads, it could have been devastating.

How U.S. Shale Is Reducing Its Emissions

Local sand is an argument being used to promote how shale is taking steps to reduce emissions.

Analysts May Have Overhyped America’s Largest Oil Basin

The rig count in the Permian Basin dropped by 2 to 340 last week, as the number of total active drilling rigs in the United States dropped by 1, according to new data from Baker Hughes published on Friday.

Private Oil Drillers Are Hitting Their Limits

Smaller producers in the hottest U.S. oil patch are pulling back, after harvesting many of their best locations.

Uh Oh… U.S. Drilling Growth Has Ground To A Halt

A glance at some of the graphs and data reflecting recent shifts in drilling.

High Natural-Gas Prices Push European Manufacturers to Shift to the U.S.

While the U.S. economy is facing record inflation, supply-chain bottlenecks and fears of a slowdown, analysts say, it has emerged relatively strong from the pandemic as China continues to enforce Covid lockdowns and Europe is destabilized by war.

Thoughts On The Private E&P Wildcard In The 2023 Completions Outlook

Private E&P performance has been incredibly strong this year given its ability to react to high oil and gas prices, and its outlook has major impact on the industry going forward.

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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