Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #459 | February 28, 2024
Atlas acquires Hi-Crush’s Permian assets creating a behemoth in the frac sand world. There are so many highlighted stories because there’s a lot to unpack in the ramifications of this deal. There’s the scale of the combination of sand supply in the Permian, the last mile solutions, AND the fact that Hi-Crush’s NWS assets were not included…
In addition to these notes, we also have a few exciting assets coming onto the frac sand asset marketplace. One of the big ones? An in-basin mine for sale serving Marcellus-Utica…
And now, the news…
This Week's News
Atlas Energy Solutions to Acquire Hi-Crush, Creating the Largest Proppant Producer in the Country
The official press release with some fantastic financial data related to this transaction.
The Permian’s Two Largest Frac Sand Suppliers Combine
Really fantastic insights by the Infill Thinking team related to the acquisition.
Unique Opportunity: In-Basin Mine and Assets Serving the Marcellus-Utica!
Unique opportunity to acquire an established frac sand mine serving the Utica and Marcellus basins.
Atlas Energy Solutions Inc Earnings Call
"Today is an exciting day not only for Atlas, but for Hi-Crush and their stakeholders, the Permian Basin sand and logistics market, and our customers."- Bud Brigham
Atlas Conference Call Takeaways
Inside are some quick takeaways from the tandem discussions on the call.
Two Like-New Ultra-Fines Recovery Plants
These are about to be broken down and moved, but you can save a lot of money by buying them FOB in Ohio by the middle of March.
People On The Move In The Frac Supply Chain
Some of the main movers around the frac world (one gentleman particularly piqued our interest).
US Silica Earnings Call Transcript
"We reported historic levels of cash flow from operations and adjusted EBITDA for the full year 2023, driven by disciplined pricing in oil and gas"
ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
Valuable insights from the major player in the frac supply chain.
Ohio commission awards bids to frack oil and gas under state parks, wildlife areas
Encino Energy and Infinity Natural Resources are the fortunate companies given rights to extend below the Ohio state parks.
Like-New Superior Density Separators/Sizers
Great opportunity to pick up some lightly used 2021 Superior density separators/sizers.
In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…
Half dozen quick hits on the U.S. onshore oilfield from last week.
2021 Superior Attrition Mill
New in 2021, this attrition mill is part of a plant that has only processed about 700,000 tons.
US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook
Quick hit market takeaways from US Silica’s 4Q23 earnings call on Tuesday.
Nearly New Thickener/Clarifier Water Tank DA Tank and Chem System
These are about to be broken down and moved, but you can save a lot of money by buying them FOB in Ohio by the middle of March.
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