Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #463 | March 27, 2024
Top highlights: EGS shows massive potential for proppant demand, frac sand last mile company goes headfirst on CNG, and more. new. damp. sand. mines…
There’s more to this digest, and we’re wrapping up another solid agenda (many updates coming later this week) with many new speakers and new topics on the latest updates in frac sand’s supply-chain. You don’t want to miss out on being with us in two weeks (link to learn more).
And now, the news…
This Week's News
The Critical Role of Proppant in Enhanced Geothermal Systems
Preview the hot (pun intended) topic we’ll be covering at this year’s 9th Frac Sand Update.
A New Permian Damp Sand Plant Preparing For Imminent Launch
Management chatted with frac sand news about the mine they are launching.
Can Any Haynesville Operators Make a Decent Return at Sub-$2 Gas?
Henry Hub gas prices have witnessed a significant decline from their November peak of approximately $3.50 per Mcf, reaching near-record lows of around $1.60 per Mcf.
Trends In U.S.A. Local Sand Supply Growth Part I – Splintering Not Flooding
Analysis and context for US frac sand supply trends (great insights following the seemingly weekly announcement of new mines).
Houston hosts 9th Annual Frac Sand Update
April 10th will be the Spring's most important and largest get-together of frac sand supply chain professionals.
Big Tech’s Latest Obsession Is Finding Enough Energy
The AI boom is fueling an insatiable appetite for electricity, which is creating risks to the grid and the transition to cleaner energy sources.
Trends In U.S.A. Local Sand Supply Growth Part II – Capacity Adds Over Time
A distinct (and important) difference between new adds.
The Risks of Hauling Sand
While frac sand haulers have become part of the local scenery, the drivers behind the wheel face a range of unique risks, including challenging road conditions and the potential health hazards.
A Sand Hauling Leader Goes All-In On CNG Fleet Recapitalization
Read about a cutting edge emissions reduction / cost out strategy in frac sand’s last mile.
Energy companies renew bid to halt SEC climate reporting rule
Fracking companies that successfully stopped the rule in the 5th Circuit are trying again now that the litigation has moved to a different court.
A Proppant Producer’s 2nd Damp Sand Plant Appears In State Records
Public record searches make good on an Infill Thinking prediction from a couple weeks ago, as we’ve been able to officially confirm a new mine that we’ve been anticipating.
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