Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #449 | December 6, 2023
M&A in the E&P landscape makes more headlines from both rumors and the FTC investigating one of the major mergers announced earlier this year.
In addition, there’s updates on sand capacity expansions in multiple basins, railcar leasing outlook, political fighting over fracking, and more.
And now, the news…
This Week's News
U.S. Oil Land Grab Continues
Occidental’s talks with CrownRock will make the few remaining large parcels in the Permian basin pricey.
LinkedIn Post: FCI Expansion
The Eagle Ford's most prominent in-basin new entrant detailing out some of their expansion plans.
Top 10 Well Spudders By Basin
Data driven insights that provide a leading indicator for completions activity by operator and basin over the next 3-6 months.
The Dune Express: Ram Enterprise installing enormous belt project
Story highlighting the vendor perspective on one of the industry's most ambitious technological plays yet.
Permian Damp Sand Capacity Grows Again
Our public record mining reveals new details on a new entrant we’ve been monitoring since May…
ExxonMobil Sets Plan to Boost Earnings, Cash Flow by $14B Through 2027
The company is cutting $6 billion in structural costs by the end of 2027.
Sea Change in Railcar Supply
Frac sand car rates remain depressed, while most others are elevated and likely to remain so for the next couple years.
3 Takeaways From Early Results In 2024 Outlook Survey
Trends from Infill's 2024 outlook survey.
FTC Investigates Exxon’s $60 Billion Deal for Pioneer
Regulator asks the oil producers for more information about proposed merger.
What is fracking, and why did Ron DeSantis and Nikki Haley clash over it at another debate?
GOP primary hopefuls clash over whether or not Ron DeSantis is truly in favor of fracking by his not supporting drilling in the Everglades.
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