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…
Takeaways from this month's Frac Sand Update that we hosted in Houston (great thoughts, Infill Thinking team).
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.
Intuitive reading behind the lines of Atlas' statement on their fire.
More boots on the ground feedback from the Atlas fire and the long term impacts.
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 [email protected] for intros).
Ron Gusek (industry friend, President of Liberty Energy) testified before US Congress sub-committee about the important of fossil fuels.
Not great, but also not bad, news for Permian sand producers.
Data driven context for drilling trends.
Badger Mining Corp's acquisition of AMI Silica set to close by next week.
Liberty shares their market perspective as well as internal stability and strengths.
Simul-frac technology gets a shining moment.
Some interesting wet sand anecdotes through recent channel checks and the panel on wet sand at the Petroleum Connection’s conference in Houston.
Frack giant sees no North America natural gas recovery in 2024.
Addressing ProFrac's strategy head-on.
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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
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Chris Samanns, Signal Peak Silica [M]
• Dave Frattaroli, High Roller Sand
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