Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #413 | March 8, 2023

NWS plant online, simul-fracs, and IPOs in our space getting some love…

 

Simul-fracs getting news as some operators shed light on their operations and efficiencies (even in Argentina). Also, doubling-down on NWS as sand supplies remain tight (for now)… And Atlas’ upcoming IPO and PF Holdings success starts to give flicker of hope for capital markets.

 

And now, the news…

This Week's News

Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon

Actual capex, cash operating cost, sales price at the mine-gate, volume forecast, etc. for one of the nation’s biggest frac sand mines.

Initial public offerings scheduled to debut next week

Atlas Energy Solutions - Austin, Texas, 18 million shares, priced $20-$23, managed by Goldman Sachs/BofA Securities.

Atlas Launches IPO With Bullish Read-Through For Frac Sand Sector

This week, Atlas Energy Solutions launched their IPO, and the offering is expected to price next week.

Smart Sand Shares Blair Reopening Plan, Confirming Recent Reporting

In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace.

Pioneer Natural says 2022 record year

The CEO said his Irving-based company will also benefit from the continued utilization of simul-frac operations and will reduce costs by $200,000 per well, and they'll be implementing a third full-time simul-frac fleet.

Diamondback posts record cash flow

Building out substantial water infrastructure has allowed them to implement simul-frac completions across their position.

Q4 2022 Ovintiv Inc Earnings Call

"Drilling faster and completing faster was the big thing as we really embedded Simul-Frac into the portfolio and local wet sand and those, I think, were good winners for us last year." CEO Brendan Michael McCracken

Shale E&P Capex Is Coming In Hot

Forecasts and actuals diverge in this latest "look-back."

The Dual Frac is consolidated in the fracking of Vaca Muerta

It is expected that more and more companies in Vaca Muerta opt for this technique and it becomes commonplace.

Mapping The Public OFS Universe’s Customer Concentration From Disclosures

Thoughts on the importance of certain customers to certain OFS providers.

Why Is Wall Street Bullish on ProFrac?

Their roll-up strategy and the expanding capabilities that come with it have Wall Street unanimously bullish on the stock.

Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian

We take a look at the latest datapoints in the gas crash’s impact on oilfield activity…

Frac Sand Weekly News Digest logo

Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.

Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday morning.

We keep your data private and share your data only with third parties that make this service possible.

Share Your News

Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to [email protected]

Advertising

Do you offer goods or services focused on the frac sand supply chain? Advertise in the Frac Sand Weekly News Digest.

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