Nick Cook, Editor
Issue #407 | January 18, 2023
Permian sand market tightens this week, which could be the reason why the rest of the industry is a little bit quieter.
And now, the news…
Various notes from throughout the field confirm that sand market is getting tighter in the past week.
British Columbia and Blueberry River First Nations agreed on a plan that will clear the way for oil and gas development in the lucrative Montney shale play in northeast B.C. and northwest Alberta.
The graph shows continued growth in this key metric.
The company broke the news in an SEC filing last week.
After a year of price hikes from service providers, oil-and-gas companies may be looking for some relief. By the looks of it, service providers aren’t going to be offering any.
In-basin mines vs NWS play a key role in determining the shift.
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year.
New partnership (and no, I don't want to talk about the game's outcome...)
China’s rapid shift to reopen its economy following lengthy Covid-19 lockdowns should help oil demand rise to a record level this year, the International Energy Agency said.
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• 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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