Frac Sand Weekly News Digest

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…

This Week's News

Analysis: Europe can't look to U.S. shale to fill any OPEC gap

"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.

Thoughts On ProFrac’s Latest Sand Mine Purchase Deal

The wait is over to see who one of ProFrac’s M&A targets is.

ProFrac Holding Corp. To Acquire Eagle Ford Sand Mine

ProFrac Holding Corp announced that it has entered into a definitive agreement to acquire the Eagle Ford sand mining operations of Monarch Silica.

Havoc Ahead – Permian Road Project Could Impede Oilfield Traffic For 5+ Years (Starting This Month) Before It Makes Things Better

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.

ProPetro’s First Electric Frac Fleet Contracted Under a Multi-Year Agreement With Leading Permian Operator

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.

Frac Sand’s BILLION Ton Decade

How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view here…

So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared

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.

HDT Announces 2022 Top Green Fleets

Recognizable name in frac sand makes the list.

Substitute For Organic Growth? Public E&Ps Ramped Up Their Capital Outlay Buying Private Shale E&Ps In 2022

We discuss how aggressively Publics acquired Privates in shale E&P this year.

The New Battleships in Europe’s Energy War Are in Short Supply

The world’s tiny fleet of floating storage and regasification vessels is suddenly in high demand as the EU rushes to import more LNG

Quick Thoughts On Eagle Ford Sand Fire, Endangered Species, H2O M&A, & e-Frac Newbuilds

Four unrelated quick hits of interest in shale today are summarized below.

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) $2,500
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program $2,500
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25