Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #462 | March 20, 2024

Big shout out to Liberty Energy and Nomad Proppants for pushing back against the SEC and winning a stay on the commission’s new climate rules. There’s a couple interesting acquisitions coming out of the Canadian frac sand markets, deep dive by Infill Thinking into damp pile wellsite solutions, ProFrac turning up the competitive heater in the pressure pumping market, and more.


Lots to catch up on as we get ready for April’s Frac Sand Update in Houston (don’t forget to get yourself registered to secure your spot).


And now, the news…

This Week's News

U.S. Appeals Court Temporarily Halts SEC Climate-Disclosure Rules

The Fifth Circuit Court grants request for administrative stay after challenge by Liberty Energy and Nomad Proppant Services.

Liberty Energy Inc. Comments on Stay of SEC Climate Rule and Need for Affordable, Reliable Energy to Better Human Lives

"There is still much work to do - not just with respect to the Climate Rule - but more broadly with our national energy policy in general"- CEO Chris Wright

How Many Damp Sand Pile Systems Are On Permian Pads Today?

A look into the current footprint of this niche within a niche.

Where Will The Permian Pile Count Go From Here?

Looking ahead based on current trends and company plans to add, here's a look at the trend.

Source Energy Services Announces Acquisition of Sand Trucking Assets

Source has acquired a fleet of 27 tractors and 52 trailers that will account for approximately 10% of its Last Mile Trucking requirements.

Calgary rail company acquires former Canfor pulp mill in northeast B.C.

“(The site) is in a prime location to facilitate the movements of commodities in and out of an area that is having an economic boom with respect to energy,” said Buffalo Rail CEO Jarrett Zeilinski.

ProFrac Throws Down The Gauntlet, Going After Market Share

ProFrac was the final pressure pumper to report 4Q23 earnings last week. And there were fireworks.

Q4 2023 ProFrac Holding Corp Earnings Call

Some great info about the state of the company as well as expressing their continued hope in the benefit separation of Alpine in order to do what's best for Alpine.

Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season

Check out this latest round up of frac fleet counts.

More Gas Cuts And Some Context For Northeast Drilling & Completions

We put this at the end because no one likes to read/talk about bad news.

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