Nick Cook, Editor
Issue #401 | December 7, 2022
Big M&A frac sand deal announced and updates on Permian traffic and e-fleets. Grab your coffee and start your day with a look at what’s happening in the frac sand world.
And now, the news…
"There are a bunch of underlying causes, but frac sand is so expensive now," said Matt Hagerty, a senior analyst for FactSet's BTU Analytics.
The wait is over to see who one of ProFrac’s M&A targets is.
ProFrac Holding Corp announced that it has entered into a definitive agreement to acquire the Eagle Ford sand mining operations of Monarch Silica.
A massive highway improvement project in the Permian could create times of havoc for oilfield traffic over the next several years, potentially resulting in downtime, decreased efficiency, and higher well costs.
The contracted equipment will be deployed primarily to support simul-frac operations and will initially utilize Tier IV DGB dual-fuel equipment, and transition to an e-fleet upon delivery, which is expected in the third quarter of 2023.
How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view here…
Although E&P management teams continue to spike the football about their capital discipline on earnings calls, capital budget and spending data tell a different story in shale.
We discuss how aggressively Publics acquired Privates in shale E&P this year.
The world’s tiny fleet of floating storage and regasification vessels is suddenly in high demand as the EU rushes to import more LNG
Four unrelated quick hits of interest in shale today are summarized below.
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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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