Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #458 | February 21, 2024

Big frac sand IPO announcement as what’s been rumors for the past few months. Read the latest on Alpine Silica.

 

Also, we’re following even more damp sand coming to the Permian. What makes these mines the most interesting is the partnerships involved: vertical integrations and head-to-head competition.

 

And now, the news…

This Week's News

Frac sand supplier Alpine Silica confidentially files for US IPO

ProFrac's move to tap U.S. capital markets for the unit comes against the backdrop of a deal frenzy in the oil rich Permian Basin, which lies between Texas and New Mexico.

Alpine Silica Spinco… Standalone Frac Sand Going Public Again?

More detailed look into what the new separate company would look like.

LinkedIn Post: Leen Weijers, Liberty Energy

From an frac design standpoint, what could be some of the impact on proppant intensity from the upcoming Diamondback/Endeavor merger.

+2 Permian Wet Sand Plants & 4Q23 Activity Update

Summary coverage of the latest expansions in frac sand mines.

Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…

Great detective work from the Infill Thinking research team to figure out who's behind the latest sand expansion.

Higher Global Oil Supply Set to Satisfy Demand Increase, IEA Says

BRIC countries (less Russia) expected to be the drivers behind global growth with US filling the supply gas left by OPEC.

A ‘Coming Soon’ Sign, A Surprise Phone Call, And Revelations On A New Permian Frac Sand Miner

Funny story as a partnership on upcoming new frac sand mine is revealed.

The War Over Burying Nuclear Waste in America’s Busiest Oil Field

Plans to store used nuclear fuel in the Permian Basin could boost the nuclear sector but are opposed by oil-and-gas producers.

Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders

Three gassy E&Ps reported earnings last week: EQT, Antero (AR), and Comstock (CRK).

“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook

Read more about the major pressure pumper's outlook.

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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