Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #414 | March 15, 2023
Permian sand scarcity, more sand in South Texas’ future, and muted sand IPO.
Also, the initial agenda has been released for our Frac Sand Update in April. Stay tuned for speaker announcements coming soon!
And now, the news…
This Week's News
Permian Sand Scarce Again
The scope of the issue is developing and multiple theories abound to the root cause.
Leading U.S. Natural Gas Firms Sound Rallying Cry For Permit Reform, Lawsuit Limits
Demand endures. Supply is abundant. Technology to produce it efficiently continues to advance.
Eagle Ford Frac Sand New Entrant Not Stopping With Just One Plant
The newest Eagle Ford frac sand entrant shares their future plans.
Atlas Energy falls in trading debut after below-range $324 million IPO
Despite market adjusting in the first days, Atlas' IPO is the second biggest on the US market for 2023 so far.
Atlas IPO Has Priced. Started Trading On A Tough Thursday
The offering priced Wednesday night at $18/share, which is 16% below the midpoint of the initial $20-$23 range.
Here's what a top analyst sees for the Marcellus in the near-term
Producers are weathering a different environment than even a few months ago.
Clean and Cheap Oil Is a Heavy Lift
Energy executives are all making the same shiny, new pitch: Let us keep drilling, and we’ll produce cheaper, less carbon-intensive oil and gas. Can they, really?
A Chat With New LML Firm Prestige Logistics Group About Their Market Strategy & Ops
Updates from the management team of a fast growing last mile service provider making a fresh strategic push into the last mile category in frac.
BC Montney Shale Driving Record Natural Gas Output in Canada as Alberta Dips
British Columbia delivered the growth while Alberta faded when Canadian natural gas production jumped to a record monthly high late last year, according to industry accounts compiled by the Canada Energy Regulator.
Permian Frac Sand Per Well Keeps Hitting New Highs
A look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average.
Argentina’s YPF Looks To Double Oil Production Within 5 Years
Argentina is the home of the second-largest shale formation in the world, containing an estimated 16 billion barrels of oil and 308 trillion cubic feet of natural gas.
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