Nick Cook, Editor
Issue #476 | July 10, 2024
An even bigger than last week’s non-Permian E&P M&A to kick off this week’s newsletter! We’re kicking ourselves for not casually starting an E&P a few years ago because there’s billions to go around for quality acreage this year as E&P M&A bonanza continues.
In last week’s Question of the Week, “Last Mile” was picked as most likely category to see the most meaningful price improvement over the next 12 months. Contribute to this week’s question!
Read these stories and more as we’ve got you updated on the latest in the frac sand industry.
And now, the news…
Devon Energy has agreed to acquire Grayson Mill Energy, a oil-and-gas producer in the Williston Basin, in a cash-and-stock deal valued at $5 billion.
More in-depth research on the past two big E&P deals.
Networking, Presentations, or Panels?
The labor movement among truck drivers in the Permian Basin highlights significant issues within the trucking industry, particularly those related to wages and working conditions.
Texas production increased by 53 kb/d in April to 5,636 kb/d.
After the holiday last week, we are catching up our coverage with these 10 notable quick hits below…
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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
• 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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