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Nick Cook, Editor
Issue #422 | May 10, 2023
Three basins discussing new sand coming online, public sand company results, assets for sale, and more.
And now, the news…
There’s yet another new name to put on your radar screen if you care about Permian frac sand.
Executives outlined carload growth projects across CN’s Canadian network, including bulk commodities.
Ownership of new frac sand entrant share details about new supply coming online in the Haynesville.
On their earnings call yesterday, they talked about their adoption of new local sand supply in Colorado.
Bud Brigham: "In terms of growth capex, we are progressing nicely on our Kermit facility expansion, which we expect to come online, on-time and on-budget, later this year, which should increase our Company’s production approximately 50%.
Atlas Energy Solutions has provided their first earnings release as a public company.
Charles Young highlights the growth, especially their future in the Canadian frac sand space.
Last week, conference calls from several public pressure pumpers including NexTier, Patterson-UTI, and RPC Inc. focused on what’s relevant to frac market participants.
Echoing things we've heard throughout the industry on the last round of calls.
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