Nick Cook, Editor
Issue #447 | November 8, 2023
If you want to know what’s happening in the frac sand industry, here’s what you need to do:
Pour that second or third cup of coffee, and let’s dig in.
And now, the news…
What topics are so crucial to the frac sand industry that nearly 400 folks are convening in a quiet resort in San Antonio to discuss?
Infill Thinking shares key thoughts to keep an eye on going into next week's event.
Dune Express: "We have ordered approximately 90% of the equipment and materials for the project and have also contracted approximately 80% of the installation and labor, which significantly reduces budget risk."
Comments about the exec shake up and what they are seeing on pricing.
Management believes that the E&P mergers we've seen will favor major frac sand producers...
Searching for equipment or land? Let us help you make the right connections.
Insights into what's left in the budget for the E&Ps
Shell and BP say they aren’t feeling pressure to bulk up after Exxon Mobil and Chevron’s multibillion-dollar deals
A little bit more sobering thoughts from major industry pressure pumper.
“Sales volumes increased sequentially as we saw strong demand in both the Bakken and Marcellus basins and had our first full quarter of operations at our Blair facility, leading to increased sales volumes into the Canadian market.”
Not a sand note, but very important factors playing into the water disposal and how that affects E&Ps.
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