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.
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?
A big milestone given sand demand forecasts for in-basin.
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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