Nick Cook, Editor
Issue #480 | August 7, 2024
Earnings calls news give us great info for this week’s industry outlook. Top 3 Highlights:
Grab that coffee mug, clear your calendar for 6 minutes, and let’s dig in.
And now, the news…
Important development for the growing basin.
A great recognition for the technological achievements of the entire Atlas team.
A good win and some long-term welcome news for gassy basins.
In-depth analysis of ProPetro's growth strategy following their most recent earnings call.
The production of sand for the oil industry in Texas relies on off-road routes that feature little traffic, with heavy-duty rigs and semitrucks making regular, predictable runs between production facilities and oil drilling sites.
Granted, there is a bias, but that doesn't mean they are wrong either...
CEO Mike Wirth says policies in California are discouraging investment and hurting consumers.
A last huzzah before privatization.
As operators continue to seek the optimal well spacing in unconventional formations, the oil window of the Utica Play in the Appalachian Basin provides an interesting and relevant case study.
Late last week, RPC Inc (Cudd pressure pumping’s parent co.) reported earnings: here's the major takeaways.
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- separate golfer registration required
- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• 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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