Nick Cook, Editor
Issue #397 | November 2, 2022
Frac sand industry is buzzing in the final week’s before the industry’s biggest conference!
ProFrac’s looking to buy (maybe even a big buy?), mobile mines are making big headlines, major analysts say oil demand is not at its peak, and more!
We are two weeks away, so do not wait to register for the 11th annual frac sand conference and check out the agenda!
And now, the news…
As M&A rumors swirl, recent disclosures to the SEC offer some interesting clues about future announcements.
Mobile mines get more attention outside of just frac sand insiders.
Putting the article above ^^^ in perspective...
Global demand for fossil fuels could peak starting later this decade, according to a prominent energy forecaster, as part of a faster than expected shift that the agency said has been hastened by the energy crisis stemming from Russia’s invasion of Ukraine.
US Silica provided their 3Q22 results and call this morning – another solid beat from frac sand.
OPEC called for trillions of dollars worth of investments in the oil industry over the next two decades to meet what it expects to be booming demand for fossil fuels stretching far into the middle of the century.
Heading into 2023, major operator is looking to shift to more e-fleets and is looking to offload 6 dedicated fleets.
“Sustainable efficiencies such as improved completion procedures, simultaneous and remote fracturing operations and 100% implementation of dual-fuel fracturing fleets constitute primary drivers against cost inflation by reducing days spent on wells and eliminating the need for certain materials such as diesel fuel.”- CEO Joseph Foran
One of the latest innovations within the innovation of damp sand.
Did someone say new last mile system?
Head of one oil and natural gas industry trade group says raising taxes would discourage investment in new production
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
- separate golfer registration required
- Evening open for client dinners
- by Invitation Only
• 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
Event Registration – $25