Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #491 | October 30, 2024
Cyber Square makes big moves, important data for Permian sand buyers, a few political pieces, and more are highlighted in this week’s digest.
With three weeks out, our sponsorship options are nearly sold out for next month’s conference! Bulk material handling folks (like Rapat, RAM, Meridian, etc.), sand trailers (like Timpte, Maxxim, Midland, etc.), last mile folks (like Sand Rev, TCT, Rowdy Resources, etc.), and SO MANY other sponsors are all ready to go.
And now, the news…
This Week's News
Cyber Square is Making Big Moves in the Haynesville
Some high-level takeaways from our team's visit yesterday.
Lower 48 Frac Sand Supply Trends
Some big picture takeaways as the supply/demand equilibrium continues to shift.
Atlas Energy Solutions Announces Third Quarter 2024 Results
"Our focus is on ensuring that Atlas’ diversified network of mines and logistics solutions is optimized for the transformational Dune Express delivery system and our expected expansion of sales in 2025." - John Turner
Permian Frac Procurement Is Becoming An Oligarchy Of Buyers
Everyone knows E&Ps have been consolidating, but the extent to which sand buying power (a good proxy for completions procurement) has defragmented may be surprising.
Reclaim Source provides a quick guide to considerations for the sale or acquisition of assets.
An interesting piece about what to consider when buying or selling assets.
NexTier’s Fleet Is Adapting To New Frac Market Realities
Deep dive into the pressure pumper's latest public updates.
Oil Prices Slide After Israeli Strike Avoids Iranian Energy Facilities
Traders are betting on cheaper crude and uncertain global demand ahead; stock indexes gain
Eagle Ford Sand Supply Trends As The Online Mine Count Contracts
Texas' second-largest basin adjusts their sand supply with decreased activity.
Trump vows at Pennsylvania rally to slash energy costs, lift LNG pause and 'frack, frack, frack'
Trump made big promises on U.S. energy production at a Pennsylvania rally
In Other News… Budget Exhaustion Datapoints, E-Frac OEM Updates, 2025 E&P Capex Hints, A New Local Sand Basin, & Cudd’s Outlook
8 frac market datapoints in a concise package that’ll take less than 10 minutes to digest…
Trump and Harris back fracking, but what does that mean for Illinois, where sand mines provide a key ingredient?
With elections coming up, there's no shortage of biased coverage particularly misconstrued writing about frac sand mining.
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