Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #400 | November 30, 2022
We hope everyone enjoyed a relaxing Thanksgiving following all the great times in San Antonio. In considering our own blessings, we are so thankful that our job is providing the means for an energized frac sand industry to come together. Thank you all for your continued support!
Frac sand supply outside of the Permian is looking particularly precarious as the potential of a railroad strike looms with congress looking to heavy-handedly force resolution to ensure supply. Local sand in the Eagle Ford takes a big hit with major fire at a sand plant. Within the broader frac sand community, a separate devastating fire took the house of Signal Peak’s Ryan Batla and his family.
Frac sand supply looking tighter and tighter as we go into 2023. But, we didn’t join this industry because it was mundane.
Also, this is the FOUR HUNDREDTH issue of the frac sand digest. We’re proud to bring you the latest in frac sand.
And now, the news…
This Week's News
It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight - real tight.
Fire relief fund for the Batla Family
Amazing to see folks from throughout the frac sand industry helping out the Batla family.
San Antonio Sand Conference Takeaways
A great summary of key takeaways from this year's frac sand conference.
Select Sands Increases Year-Over-Year Nine-Month Tons Sold
For the nine months ended Sept. 30 the company sold 273,857 tons of frac and industrial sand – a 17% increase from 234,308 tons sold during the first nine months of 2021.
Frac-sand plant fire in Eagle Ford threatens supplies for Texas shale wells
“Our hunch is that this may be pretty disruptive to Eagle Ford sand supplies (which were already very tight before this fire) through year-end,” Joseph Triepke, managing director at energy-research firm Lium LLC, wrote in a note to clients on Saturday.
House to Vote on Imposing Railroad Labor Deal, Paid Sick-Leave Measure
Lawmakers aim to end long-running dispute between freight firms, workers
Oil and gas drilling sector expects activity to pick up in 2023
At its state of the industry conference Wednesday, the Canadian Association of Energy Contractors (CAOEC) said it expects 6,409 wells to be drilled in Canada in 2023, an approximately 15 per cent increase from 2022.
Superior Silica Sands Issues Update On Wet Plant Fire, Which Tightened Eagle Ford Sand Supply
In the early hours of November 19, while contractors were working on an expansion project at our San Antonio mining facility, a fire broke out in the upper level of the wet plant.
Athabasca Minerals Announces Pivotal Multi-Year Transload Agreement in Northeast British Columbia
The CRL facility provides frac sand for a number of our existing customers and is well positioned on the Canadian National ("CN") railway, providing direct access to our AMI Silica LLC. Taylor, Wisconsin transload.
Bearish Sentiment Is Building In Oil Markets Once Again
A blaze at the Superior Silica Sands plant, which produces frac-sand to be pumped into shale wells when drilling, is jeopardizing the supply of the key component in the Eagle Ford basin, with frac sand prices having already tripled in 2022 so far.
Energy Companies Expect More Friends in Washington as Republicans Take Over House
GOP will push to boost domestic oil-and-gas production, and could use control of committees to scrutinize clean-energy programs
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