Nick Cook, Editor
Issue #446 | November 1, 2023
Wet sand takes a big focus in this week’s newsletter and at the conference! Great insights into the level of Permian adoption in particular. Also, another major focus is on earnings reports (included this week are E&Ps, railroad, and sand miner).
The conference agenda is nearly finished, and we’ve got sand companies, pressure pumpers, E&Ps, and folks all throughout the frac sand supply chain participating on the agenda: check it out.
And now, the news…
The Permian frac sand supply base has gotten much damper over the past year.
Chevron ends up exceeding the budget on frac sand this year.
Much deeper dive into Chevron's outlook.
Wet sand availability has improved significantly over the course of 2022 and 2023, but how will this method of storage be adapted?
Management boasts of their ability to improve their returns post acquisitions based on their sand logistics efficiencies.
Another point in the "importance of long-term relationships" column.
A big milestone given sand demand forecasts for in-basin.
Yes, it's an ad, but it's some fun quality video shots of sand mining from BuildWitt, so we wanted to include it!
Mr. Brigham, "The Dune Express remains on-time and on-budget, and we expect it to be up and running in the fourth quarter of 2024."
A little blip on the frac sand railed outlook deep within the call.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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