Frac Sand Weekly News Digest
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…
This Week's News
Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months
The Permian frac sand supply base has gotten much damper over the past year.
Chevron Earnings Call Transcript
Chevron ends up exceeding the budget on frac sand this year.
Chevron Points To Some Familiar Culprits In Permian Production Slip
Much deeper dive into Chevron's outlook.
How Many Wellsites Might Be Using Damp Pile Systems By Early 2024?
Wet sand availability has improved significantly over the course of 2022 and 2023, but how will this method of storage be adapted?
EQT Earnings Call
Management boasts of their ability to improve their returns post acquisitions based on their sand logistics efficiencies.
Spot Exposure Comes Back To Bite In Frac
Another point in the "importance of long-term relationships" column.
Permian Frac Sand Nameplate Capacity Edges Above A Big Milestone
A big milestone given sand demand forecasts for in-basin.
Mining Frac Sand with the XMOR Bucket
Yes, it's an ad, but it's some fun quality video shots of sand mining from BuildWitt, so we wanted to include it!
Atlas Energy Solutions Announces Third Quarter 2023 Results
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."
Canadian Pacific Railway Limited Q3 2023 Earnings Call Transcript
A little blip on the frac sand railed outlook deep within the call.
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