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Nick Cook, Editor
Issue #398 | November 2, 2022
Next week begins the frac sand conference of the year. Are you one of the 300+ attendees?
Check out all the great stories below with some big highlights covering the biggest frac sand takeaways from the latest round of earnings calls. Refrac is getting a little attention, damp sand customer announced, and so much more within.
And now, the news…
Operator-by-operator fleet data from most recent rounds of earnings rounded up and compiled for you.
Find here: the agenda, sponsor list, speaker lineup, then get yourself registered.
A look at the E&P inflation projections for 2022.
The process typically uses half as much steel and frac sand than a new well...
This would be the E&P's first proximity damp sand mine.
The Marcellus/Utica produced a staggering 34.5 billion cubic feet per day (bcf/d) combined in 2021 — nearly half of U.S. consumption.
Over the past week, multiple datapoints materialized in our channel checks, online, and in the news that extend threads begun in previous Infill Thinking research reports.
Under terms, the subsidiaries have agreed to supply, in aggregate, approximately 1.75 million tons of sand across multiple grades.
Who are the projected pressure pumpers to take on Pioneer's load?
Ukraine’s allies are gearing up to hit Russian oil with the toughest restrictions to date starting in early December, an attempt to stem President Vladimir Putin’s influx of fossil-fuel revenue.
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