Nick Cook, Editor
Issue #472 | June 12, 2024
Sand haulers start to exit as the result of sustained low industry rates, a NEW frac sand NWS mine proposed, and stable/positive oil outlooks going forward.
Read these stories and more as we’ve got you updated on the latest in the frac sand industry!
And now, the news…
At least 3 trucking companies are shutting down their frac sand operations.
A cool documentary highlighting the importance of mining made by a gal who was mad that her town's frac sand mine was not getting the social respect it deserved.
Math to illustrate why quality carriers are dropping out of the frac sand market.
One safety metric, Total Recordable Incident Rate (TRIR), shows that the in-basin frac sand mines are starting to become safer than the Texas state average (for mines).
Insights into how the demand side for OFS by two key components this year.
NWS: It’s been years since a new frac sand mine has been proposed in the area, but one company hopes to open one in Fillmore County, just south of the Winona County line and west of Rushford.
Although it's been getting major buzz recently, how much demand is out there for wet sand in the Permian?
The Vienna-based cartel said it forecasts oil demand to grow by 2.2 million barrels a day in 2024 and by 1.8 million barrels a day in 2025
Warnings to truck customers about what's going to happen as the result of unsustainably low freight rates.
In the Permian, the monthly completion and drilling rates have been both stabilizing in the 440 to 450 range over the last six months.
Good long-term optimism for nat gas demand in Texas.
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• 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
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
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