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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…
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.
More detailed look into what the new separate company would look like.
From an frac design standpoint, what could be some of the impact on proppant intensity from the upcoming Diamondback/Endeavor merger.
Summary coverage of the latest expansions in frac sand mines.
Great detective work from the Infill Thinking research team to figure out who's behind the latest sand expansion.
BRIC countries (less Russia) expected to be the drivers behind global growth with US filling the supply gas left by OPEC.
Funny story as a partnership on upcoming new frac sand mine is revealed.
Plans to store used nuclear fuel in the Permian Basin could boost the nuclear sector but are opposed by oil-and-gas producers.
Three gassy E&Ps reported earnings last week: EQT, Antero (AR), and Comstock (CRK).
Read more about the major pressure pumper's outlook.
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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
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