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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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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
Event Registration – $25