Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #454 | January 17, 2024

Natural gas takes the frac highlights, major sand supplier separates out their frac sand business unit, frac sand last mile solutions company adds more solutions, and discussing the fallout from the recent major cold front in the US.

 

We’re starting to work on the agenda for our Frac Sand Update in Houston this April, so reply to me on this email with any topics you’d like to hear discussed.

 

And now, the news…

This Week's News

Chesapeake, Southwestern to Merge as New Gas Behemoth

The combined new entity would control about 21% of Appalachia’s gross gas production and about 25% of gross gas production in the Haynesville Shale of East Texas and Louisiana.

Covia to Separate Energy and Industrial Businesses

Covia Energy will be a leading pure-play sand company serving the energy industry.

Wet Sand Revolution – A Dual Solution Launch

Last mile frac sand solution diversifies their offerings in a big way.

Blockbuster Natural-Gas Merger Is Almost Too Perfect

Chesapeake-Southwestern merger is very promising, if it can clear regulatory scrutiny.

The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…

News coverage about the extent of the resulting damages and impacts in the short-term.

A $290 Billion Investment Cements Natural Gas’s Relevance for Decades

Companies, investors and governments have doled out about $235 billion globally on new LNG supply since 2019, with more than $55 billion expected to be invested between 2024 and 2025, Rystad Energy estimates.

Weather Warning – Permian Freeze Ahead, What Will Happen To Wet Sand Fracs?

While the main freeze is over, the effect of sub-freezing temperatures on wet sand production is highlighted in this great research.

America’s Gas Bonanza Brings Biden New Political Dilemmas

The president is facing pressure from some Democrats and climate groups to rein in exports of liquefied natural gas, or LNG

Clean Alternate Energies: Geothermal Breakthrough Emerges From Shale Revolution.

Proppant will be pumped in all stages (100 mesh and 40/70 mesh) and the treating fluid will be slickwater or crosslinked guar.

Notes From The Road In Permian Part II

From Infill Thinking: "We invested time putting boots on the ground in the Permian Basin. Between meeting with contacts, field trips and yard demos and drive-bys, we learned a lot. Here are a second batch of takeaways from our time on the road…"

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