Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #444 | October 18, 2023
Four weeks out from this year’s frac sand conference, and things are heating up in the frac sand space. We are finalizing our agenda, and there’s a lot of discussions to get excited about. Registrations are pouring in, and we’re adding new sponsors every single day. If you’re needing booth spaces, let me know and I can lock you in for our last 2-3 spots. Join Smart Sand, Sand Revolution, Kase Conveyors, J&H Equipment, ASI Industrial, Superior Belt Filters, Rapat Corp, Terex, Powerscreen Texas, and so many other great companies in helping us put together this year’s show.
Digest highlights:
- K2 Sands brand launch (big debut happening with us in November)
- Atlas Energy predicted for strong stock growth (chat with them in San Antonio this November)
- Nat Gas volatility vs Oil (topic of conversion in November)
If I was too subtle: you should be registered to join us in San Antonio this November.
And now, the news…
This Week's News
Meet K2 Sands – A Chat With The Wellsite Pile Pioneers Now Rolling The New Storage Approach Out At Scale
The Petroleum Connection’s frac sand conference next month will be a formal introduction for many to the K2 Sands brand.
Atlas Energy Solutions: Massive Growth For Permian Basin Sand Leader
There's a lot to like about AESI as a pure play on proppant with its active open-pit sand mines recognized as tier-one assets.
This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS
For Exxon and Pioneer suppliers, this has been an anxious week as they ponder what the M&A deal will mean for their relationship / demand / contracts / market share going forward.
Sand Stats – Proppant Usage Context For The Permian MegaDeal
Supply chain data in the XOM / PXD M&A deal.
The Oil Price Has a Safety Valve. Gas Doesn’t.
Even though oil flows are more likely to be disrupted by the tense situation in the Middle East, natural gas prices could be more volatile
XOM / PXD Value = 1/4th Of All Shale E&P Consolidation For Past 6 Years!
A huge consolidation that is the biggest deal in a larger push towards further E&P M&A.
Gas Prices Fueled Summer Inflation. That Is About to Change.
Prices at the pump are tumbling, even as war rages in the Middle East.
Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin
Some key things we are listening for this quarter as we digest the latest company result and outlook commentary.
Missouri court rules against company trying to mine silica sand in Ste. Genevieve County
A state appeals court delivered another setback Tuesday to a company seeking to mine silica sand in Ste. Genevieve County.
Small / Private E&P Rig Count Flattening Out
The slowdown for small / private E&Ps has been one of the most important themes of the year in shale.
Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.
Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday.
Share Your News
Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to contact@petroleumconnection.com