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…
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.
A large frac sand mine has taken a creative approach to selling their asset.
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.
Frackers are constrained by investor payouts, inflation and interest rates, keeping spending in check.
Check out the Infill Thinking highlights from Q3.
Higher expenses threaten to increase prices for consumers and complicate central banks’ inflation fight
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