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Nick Cook, Editor
Issue #394 | October 12, 2022
This week’s survey: Which video is more exciting?
Regardless of your choice, we are very excited for next month’s conference1 We are finalizing our speakers over the coming weeks, but you can check out our preliminary agenda. While our Platinum & Golf sponsorships are completely SOLD OUT, you can still secure one of our remaining booth spaces.
And now, the news…
This year, sand producers are mostly demonstrating a fresh focus on returns and capital discipline over growth.
The results of Infill Thinking's annual survey are always a great service to our frac sand community.
According to Rytsad Energy, costs in 2022 have skyrocketed nearly 185% higher than the previous year, between $40–$45 per tonne.
Recovery has been so strong that the supply chain has struggled to keep up with shortages of things like sand needed to frack.
Chart showing shale growth illuminating insights into current market trajectory.
Move to reduce daily output by 2 million barrels is likely to boost prices and help Moscow.
Tight race in PA as the importance of oil & gas weighs on the senate seat.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• 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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