Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #435 | August 9, 2023
Highlights this week:
- Dune Sagebrush Lizard
- Atlas Sand’s Bud Brigham
- More publics weigh in on frac sand
And now, the news…
This Week's News
Texas Tycoon Making a New Fortune Selling Sand to Frackers
Insightful piece into Atlas Sand's founder.
CCAA Administrator: “DSL Regulatory Environment Post-Listing Will Be A Nightmare”
Not good news coming for Permian frac sand operators...
Big Oil’s Talent Crisis: High Salaries Are No Longer Enough
Energy companies scramble to attract engineers as young workers fret over climate and job security.
What Are Public E&Ps Are Saying About Frac Sand?
Analysts scanned the transcripts and presentations for any sand / proppant references out so far and below are the notable quotes that came up.
Smart Sand, Inc. Announces Second Quarter 2023 Results
One notable: Smart Sand is officially shipped into the Canadian markets from their Blair mine.
+1 Mini Midland Frac Sand Mine – They’re Popping Up Like Daisies…
There is yet another new name to put on your radar screen if you care about Permian frac sand supply stack.
Q2 2023 ProPetro Holding Corp Earnings Call
ProPetro sheds light on how they leverage frac sand prices in their overall price negotiations.
More Details On U.S. Silica’s New Guardian Frac Fluid Filtration Systems
Following U.S. Silica’s earnings call last week, we highlighted the new Guardian systems they announced to eliminate frac fluid debris.
Chesapeake Energy sees 5% to 7% drop in oilfield service costs in 2024
Chesapeake anticipates a drop in frac sand prices to ease in their costs for 2024.
With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation
Specifics following the broader trend among the publics.
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