Nick Cook, Editor
Issue #426 | June 7, 2023
Busy news cycle:
And now, the news…
Oil major ExxonMobil bets that through technological advances, shale producers can manage to double crude output from their existing wells.
Get your passport ready as we take frac sand over the border for a one-day summit this September 6th, 2023.
Deeper dive into key data points surrounding Darren Woods' comments related to proppants.
Some of the cars on the Union Pacific line that derailed were carrying flour, frack sand and grain.
Speculation regarding XTO's teaser on future innovations.
If ExxonMobil’s Woods is right, then U.S. oil may be on the cusp of another revolution in production.
Many smaller datapoints surrounding the frac sand space.
Rystad Energy’s modeling shows that if production is relatively unimpeded, oil output could realistically grow from 291,000 bpd in February 2023 to more than 1 million bpd in the second half of 2030.
Rumors start to build about potential reduction in force for a segment within the frac supply chain.
Really cool links for you fellow data nerds out there.
Over the past five weeks, the Baker Hughes weekly rig count has corrected at a highly accelerated rate.
In addition to its sand mines, Atlas is building a one-of-kind lengthy proppant conveyor, designed to take sand trucks off west Texas roads.
After Wisconsin sand mining bust, new companies are finding uses for former facilities.
The approximately 85-mile-long proposed rail line will connect two termini, near Kyune and Leland Bench in eastern Utah.
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• Jim Otteman, Imperium Enterprises
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• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
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