Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #465 | April 25, 2024
Your top resource for the biggest headlines in frac sand. Major headlines: Atlas’ Kermit plant suffered a major fire last week, major US-based frac sand plant nears finalization of their acquisition of Canadian frac sand player, HAL/Liberty both host their earnings calls, and so much more.
And now, the news…
This Week's News
5 Big Picture Completions Market Takeaways From Houston Industry Conference This Week
Takeaways from this month's Frac Sand Update that we hosted in Houston (great thoughts, Infill Thinking team).
Atlas Energy says Texas proppant plant to reopen next week after fire
The operator of 12 proppant production facilities across the Permian Basin said the fire primarily affected the "feed system" that transports sand from dryers and separators into storage silos.
Atlas Is Resuming Some Kermit Plant Ops Early Next Week
Intuitive reading behind the lines of Atlas' statement on their fire.
5 Days After The Sand Fire & Permian Market Seems To Be Handling It Well
More boots on the ground feedback from the Atlas fire and the long term impacts.
Frac Sand Asset Marketplace
Big updates coming soon, but take a look at our list (in particular, if you're looking to buy an operational frac sand mine, email pete@petroleumconnection.com for intros).
LinkedIn Post: Liberty Energy
Ron Gusek (industry friend, President of Liberty Energy) testified before US Congress sub-committee about the important of fossil fuels.
Texas Local Sand Prices Low But Stable For A Couple Quarters Now
Not great, but also not bad, news for Permian sand producers.
Somebody Tell The Private E&Ps That Oil’s Almost $90!
Data driven context for drilling trends.
Athabasca Minerals Inc. Announces Court Approval of Reorganization and Delisting From TSX Venture Exchange
Badger Mining Corp's acquisition of AMI Silica set to close by next week.
Frac Market Read-Through From Liberty As They Kicked Off OFS Earnings Season This Week
Liberty shares their market perspective as well as internal stability and strengths.
New technology helps US shale oil industry start to rebuild well productivity
Simul-frac technology gets a shining moment.
Wet Sand Quick Hits – State Of Play Summary
Some interesting wet sand anecdotes through recent channel checks and the panel on wet sand at the Petroleum Connection’s conference in Houston.
Halliburton Sees Best Profit in 12 Years Amid Smaller Shale
Frack giant sees no North America natural gas recovery in 2024.
Halliburton Posts Seasonal Frac Rebound For 1Q24, But Acknowledges Downward Pricing Pressure
Addressing ProFrac's strategy head-on.
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