Nick Cook, Editor
Issue #408 | February 1, 2023
Atlas Energy is officially files for IPO. Frac Sand Mine comes on the market. And we’re just getting started.
This is the busiest digest in a while. Pour the coffee, shut the door, and let’s dig in.
And now, the news…
The Atlas Energy Solutions filing marks a return of frac sand IPOs after a long hiatus and only two public frac sand companies left after last cycle’s bankruptcy wave.
The biggest sand haul ever reported by service provider Enercorp is a reminder that proppant flowback is a mounting challenge for shale producers.
A variety of interesting shale datapoints and anecdotes popped up in our research this week.
With concerns growing about a gas fracing slowdown, we analyze fleet composition for the total US and the gas plays in particular.
Co-presenters at last November's frac sand conference reunite in this great podcast update.
Matador Resources Co. has bolted on its largest deal yet in the Permian Basin in an agreement to acquire Advance Energy Partners Holdings LLC, with assets in New Mexico and West Texas.
In general, our last mile contacts think the chronic truck driver shortages that plagued frac sand supply chains in Texas over the past couple of years are mostly alleviated.
Widely relied upon public data is causing a false sense of security about the resilience of shale gas activity.
The pumpers had some interesting things to say last week.
While it may appear the Shale Revolution is done, experts in the industry say what really happened is that the industry has matured.
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