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…
Some high-level takeaways from our team's visit yesterday.
Some big picture takeaways as the supply/demand equilibrium continues to shift.
"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
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.
An interesting piece about what to consider when buying or selling assets.
Deep dive into the pressure pumper's latest public updates.
Traders are betting on cheaper crude and uncertain global demand ahead; stock indexes gain
Texas' second-largest basin adjusts their sand supply with decreased activity.
Trump made big promises on U.S. energy production at a Pennsylvania rally
8 frac market datapoints in a concise package that’ll take less than 10 minutes to digest…
With elections coming up, there's no shortage of biased coverage particularly misconstrued writing about frac sand mining.
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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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