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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:
If I was too subtle: you should be registered to join us in San Antonio this November.
And now, the news…
The Petroleum Connection’s frac sand conference next month will be a formal introduction for many to the K2 Sands brand.
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.
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.
Supply chain data in the XOM / PXD M&A deal.
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
A huge consolidation that is the biggest deal in a larger push towards further E&P M&A.
Prices at the pump are tumbling, even as war rages in the Middle East.
Some key things we are listening for this quarter as we digest the latest company result and outlook commentary.
A state appeals court delivered another setback Tuesday to a company seeking to mine silica sand in Ste. Genevieve County.
The slowdown for small / private E&Ps has been one of the most important themes of the year in shale.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
Event Registration – $25