Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #487 | October 2, 2024
Tons of frac sand news for your Wednesday morning.
Highlights:
- Haynesville deep dives
- Rail x Frac Sand future?
- New Mid-Con mine
- New assets for sale
- and a whole lot more…
While many sponsorship opportunities are getting snatched up, we do still have booth spaces and sponsorship add-ons available for November’s 13th Annual Frac Sand Supply & Logistics Conference. It’s the most important gathering for the frac sand industry – will you be there?
And now, the news…
This Week's News
The Haynesville’s Damp Sand Pioneer Is Expanding In Anticipation Of An LNG Frac Boom
Mega-mine in Louisiana is ramping up.
Shale-Production Costs Seen Rising 2.8% in 2025, Enverus Says
Oilfield-service costs for US shale drillers are expected to rebound in 2025, clawing back some of this year’s drop, as explorers expand the hunt for natural gas and extend sideways wells.
FCI Is Building For A Bigger Future
New Eagle Ford entrant isn't trying to be just one more option.
18 Sweco Gyramax Shakers for Sale!
Check out the dimensions and how to get connected with the seller.
New Oklahoma Frac Sand Mine Moving Forward?
Read more market intel on the MidCon frac supply chain.
7 RBT 3655 Conveyors for Sale!
Contact Pete Cook (pete@petroleumconnection.com or 540-222-2742) for an introduction to the seller’s representative.
Five Major Industry Manufacturers Announce Representative Agreements With Alston Equipment Company
Big win for one of Petroleum Connection's long-time supporters.
First Loads Are Shipping From A New(ish) Haynesville Local Sand Mine
New player gets going in the basin.
America’s Ambitious Climate Plan Is Faltering
Global emissions are at records, while shift away from fossil fuels slows amid high costs, surging power demand.
Canadian National Railway: On Track For Continued Growth With Labor Challenges Out Of The Way
CN is seeing steady performance in specific areas like petroleum and fuels, frac sand, and international intermodal, where they are gaining market share.
5 New Things At Signal Peak Silica’s Busy Flagship Plant
No slowing down for these folks in STX.
Acquisition Announcement: Weaver Energy
Conference sponsor Guttman Energy has acquired Weaver Energy.
A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready
Infill Thinking visited one of the few frac sand mines owned by an E&P and share their thoughts.
The Growing Importance of Frac Sand in the Oil and Gas Industry
Understanding what frac sand is, how we use it, and the challenges surrounding its production is essential for appreciating its role in the global energy market.
Haynesville Local Sand Suppliers Are All-In Despite The Bust
This week, we have an update on local sand mining activity incorporating boots on the ground datapoints…
Solaris Energy Infrastructure, Inc. (SEI): Leading Oilfield Services with Innovative Solutions
Solaris gets some analyst love during a strong year for the company.
Defragmenting The Frac Fleet
Breaking down how the frac fleet has shifted particularly since 2017.
Cobra Acquisitions LLC Announces Receipt of $150 Million
Cobra Acquisitions LLC, a wholly owned subsidiary of Mammoth Energy Services, Inc., today announced the receipt of $150 million from the Commonwealth of Puerto Rico.
Haynesville Sand Pricing Can Rebound Ahead Of Nameplate Utilization – Here’s Why
Economics 101 says that oversupplied markets have depressed pricing. But don’t forget Porter’s Five Forces.
Oil Turns Higher on Israeli Incursion Into Lebanon
Israel’s heightened operations in Lebanon, and worries about possible retaliation from Iran, leading to a broader and bigger ground war, gives crude oil futures a boost.
Haynesville Pressure Pumping Observations From The Field
Joseph Triepke managed to see 7 frac sand plants and 2 frac jobs last Wednesday and shares his observations on the pressure pumping market there.
3Q24’s Top 15 Research Reports & Key Themes
Highlights from the summer in the frac sand supply chain.
The Two Big Insurers Still Betting on Fossil Fuels
The overall industry has significantly cut its exposure, but two huge players have made multibillion-dollar bets on major oil companies.
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