Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #442 | October 4, 2023

PF Holdings (ProFrac/Alpine Silica) making some very interesting news this week. Both Matt Wilks (Chairman – ProFrac) and Matt Zinn (SVP – Alpine) will be speaking in November, maybe they will share more on this?

With 40+ sponsors/supporting organizations, we are looking like we’ll be bursting at the seams for November’s conference. We extended out the exhibiting area to accommodate more booths, but please reach out soon if you hope to exhibit. Join companies like Vorto/5F, High Roller Sand, Twin Eagle, PropX, Maxxim Industries, IAC, Assured Integration, Hi-Crush, and so. many. more.

 

In other frac sand news, we have many new assets and frac sand mine opportunities unveiled this week. Also, I’ll be buying a beer in Houston this after for all those registered for the conference. Text me (214-984-1615) if you haven’t gotten the details.

 

 

And now, the news…

This Week's News

Rail Cars Are Becoming A Cost Factor To Watch In The Frac Supply Chain

Cost deflation has been a theme in the drilling and completions market this year, but one aspect of the frac supply chain is bucking the trend.

Loadout System with Two 1000-Ton Silos for Sale

Great opportunity to purchase an entire loadout system (including two 1000-ton Tank Connection silos).

A Local Sand Question Answered

Today we follow up with a partial answer to a question raised in a recent piece on local sand.

Royalty-to-Own? Creative Approach Brings Large Mine Ownership within Reach for Many

A large frac sand mine has taken a creative approach to selling their asset.

ProFrac Studies Sand Spinoff

ProFrac has built up a big business in sand.

ProFrac Holding Corp. Announces Its Intent to Maximize Value of Alpine Silica

PF Holdings announced that it is evaluating strategic options to maximize and realize the full value of its Proppant Production segment, which operates through its wholly-owned Alpine Silica subsidiary.

Looking for an investor in a sand-related project

A sand mine in growth mode is looking for an investor to help them build out some additional storage.

Frac Sand Dry Plant for Sale

Great opportunity to get a complete dry system at a very reasonable price.

Railed Damp Sand To New Mexico Is On Hold

A sand mine made a bold and unprecedented offering in the Northern Delaware this summer.

Oil Is Near $100. Shale Isn’t Coming to the Rescue.

Frackers are constrained by investor payouts, inflation and interest rates, keeping spending in check.

Another Worrisome Inflation Indicator: Surging Mining Costs

Higher expenses threaten to increase prices for consumers and complicate central banks’ inflation fight

Shale Frac Crews Hitting Bottom Now?

Going through our D&C model this week, something that jumps out is…

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) $2,500
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program $2,500
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25