Frac Sand Weekly News Digest

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:

  1. Read this week’s digest with industry outlooks from public sand operators and other key news
  2. Be at the Frac Sand Supply & Logistics Conference next week to listen to private companies share their insights and participate in the more important, sideline, “off the record” conversations with other industry leaders.

Pour that second or third cup of coffee, and let’s dig in.

And now, the news…

This Week's News

Frac Sand Industry Leaders clear schedules to attend conference

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?

10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year

Infill Thinking shares key thoughts to keep an eye on going into next week's event.

Atlas Energy's Earnings Call Transcript

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."

US Silica’s Market Outlook

Comments about the exec shake up and what they are seeing on pricing.

U.S. Silica Earnings Call Transcript

Management believes that the E&P mergers we've seen will favor major frac sand producers...

Frac sand asset marketplace

Searching for equipment or land? Let us help you make the right connections.

What’s Left In The E&P Spending Tank For 4Q23?

Insights into what's left in the budget for the E&Ps

These Oil Giants Don’t Seem Tempted by Merger Mania

Shell and BP say they aren’t feeling pressure to bulk up after Exxon Mobil and Chevron’s multibillion-dollar deals

ProPetro’s 4Q Warning And Low 2024 Growth Frac Outlook

A little bit more sobering thoughts from major industry pressure pumper.

Smart Sand Announces Third Quarter 2023 Results

“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.”

Permian Water Paradigm Shifting

Not a sand note, but very important factors playing into the water disposal and how that affects E&Ps.

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs $4,500
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses $3,000
  • Day 1 Morning Break (Video ad) $2,500
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program $2,500
  • Conference Wifi $2,000
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25