Nick Cook, Editor
Issue #409 | February 8, 2023
Last week’s Texas ice leaves lingering effects, more activity on frac sand assets, and continued reporting on Atlas’ IPO.
Working on creating the agenda for April’s update. Contribute your thoughts on our survey!
And now, the news…
The Atlas Energy Solutions S-1 filing is the gift that keeps giving… information that is… here we share more takeaways as we continue to peruse the document.
Link to provide your input on April's agenda.
Preaching to the choir, Mr. Blackmon.
Bullet point summary to update members on the Texas frac market following this week’s winter weather event in the southwest.
BUT: the best January for carloads of crushed stone and sand on record, largely due to the growth in domestic natural gas production and the need for frac sand.
More insights coming from public filings.
Its filing fee schedule shows the typical placeholder sum of $100 million, though some analysts see the deal raising double that figure, according to IPO Scoop.
Liberty Energy boss Chris Wright rails against what he says is an alarmist call for a transition away from fossil fuels.
New details on a privately-held last mile logistics solution in the frac supply chain.
Oil giant is in talks to clinch deal in North African nation that holds bigger shale resources than the U.S.
Governments are doubling down on green energy, but bumper profits are pulling companies such as BP in the other direction.
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