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Nick Cook, Editor
Issue #435 | August 9, 2023
Highlights this week:
And now, the news…
Insightful piece into Atlas Sand's founder.
Not good news coming for Permian frac sand operators...
Energy companies scramble to attract engineers as young workers fret over climate and job security.
Analysts scanned the transcripts and presentations for any sand / proppant references out so far and below are the notable quotes that came up.
One notable: Smart Sand is officially shipped into the Canadian markets from their Blair mine.
There is yet another new name to put on your radar screen if you care about Permian frac sand supply stack.
ProPetro sheds light on how they leverage frac sand prices in their overall price negotiations.
Following U.S. Silica’s earnings call last week, we highlighted the new Guardian systems they announced to eliminate frac fluid debris.
Chesapeake anticipates a drop in frac sand prices to ease in their costs for 2024.
Specifics following the broader trend among the publics.
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