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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.
Great opportunity to purchase an entire loadout system (including two 1000-ton Tank Connection silos).
Today we follow up with a partial answer to a question raised in a recent piece on local sand.
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.
A sand mine in growth mode is looking for an investor to help them build out some additional storage.
Great opportunity to get a complete dry system at a very reasonable price.
A sand mine made a bold and unprecedented offering in the Northern Delaware this summer.
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
Going through our D&C model this week, something that jumps out is…
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
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