Frac Sand Weekly News Digest

The Company's assets include strategically located in-basin sand mines in the Permian Basin and Eagle Ford Shale, as well as premium Northern White Sand facilities with an extensive logistics network.

It was Merger Monday in frac sand as Covia and Black Mountain have announced an all-stock merger transaction - details on the results of the transaction.

Near-term U.S. natural gas prices will remain unaffected by Trump’s election victory while longer-term impacts are likely to be predominantly on the demand side, Eli Rubin of EBW Analytics says in a note.

Permian frac sand customers are consolidating, but so is the sand supply base.

An update on the production from the new big player in Permian damp sand production (note: you can hear from their CEO at the conference).

Brent’s pullback from above $75 a barrel “reflects expectations of increased U.S. supply and a potential demand slowdown tied to a tariff-driven approach toward key trading partners, particularly China,” Mukesh Sahdev of Rystad Energy.

In digestible bullet points, here are some key takeaways from the new Atlas disclosures and conference call.

Oil market is watching for signs US drillers are opening taps.

Interesting notes to watch their fleet makeup (particularly with their acquisition of Aqua Prop earlier this year).

With the ex-president back in office, mining will undergo a major shift.

What to know form ProFrac earnings this week.

Although the merger is a strategic move for the company to expand its portfolio and streamline its operations, it is challenging for the employees who are about to face layoffs.