Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #499 | January 15, 2025

Q1 is starting to get moving with positive news for the fracking industry. For sand mining in the Permian, the long-awaited Dune Express makes it’s first commercial delivery (read here).

Highlights:

  • Infill Thinking does more analysis on pet coke’s potential impact (here and here)
  • Market conditions improve for gas and oil pricing
  • Breakdown of frac crew efficiency gains (article)

And now, the news…

This Week's News

Atlas Energy Solutions Announces First Commercial Delivery off the Dune Express

On the early morning of Sunday, January 12th, a commercial proppant delivery occurred at our End-of-Line facility utilizing the 42-mile Dune Express conveyor system.

In The New Pet Coke Proppant Game, An Angle For Local Sand Plants?

An interesting perspective and angle that local sand miners could use as another offering as Exxon's pet coke usage sparks engineering questions for other operators.

Rising data demand puts pressure on US energy grid, boosts gas projects

Looking ahead, an additional 60 GW of capacity is anticipated in the US by 2035 based on announced projects, with power use from these facilities expected to rise from 130 TWh in 2023 to up to 450 TWh.

Frac Crews Have Never Been This Efficient

Graph charting the efficiency gains alongside an explanation of why we see such dramatic improvement.

Oil Jumps on Fresh U.S. Sanctions Against Russia

The measures are expected to disrupt oil trade with China and India, potentially forcing the Kremlin’s top buyers to seek alternative supplies.

Pet Coke Well Production Study

5 key takeaways on the actual effectiveness of pet coke (according to a sample group).

IEA Expects Oil Demand Growth to Accelerate But Still Projects Surplus

After months of weaker growth, oil demand picked up in the fourth quarter of last year, rising by 1.5 million barrels a day.

Ranking The U.S. Shale Plays By Private E&P Concentration

For anyone looking to understand how oil/gas price fluctuations will affect each basin, this is a vital graph/analysis for thinking about growth/retraction.

Trump Plans ‘Energy Dominance’ Executive Orders After Inauguration

The president-elect is gearing up to help the fossil-fuel industry with initiatives seeking to boost oil and overturn tailpipe rules.

A Frac Sand Industry First Happened Sunday.

The Dune Express is a feat of engineering and creative determination that stands out uniquely in the frac sand industry and the fracking industry as a whole.

New York & New England Play Russian Roulette With Their Energy Supply

The heavy-handed approach to “discouraging” fossil fuel production and usage has been quite problematic. In 2018, during a prior major cold front, New England actually had to import natural gas from Russia in order to satisfy its needs.

In Other News… Frac People On The Move, Trucking Still Tight, Frac’ing Down Under, & more…

In this update, a round up of 6 quick hits you should know about if you participate in the frac supply chain…

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AGENDA - NOV 18

  • Frac Sand Equipment Expo Begins 9:00 am
  • Shuttle Service from Hyatt to Expo Begins 10:00 am
  • Welcome Reception at the Expo 4:30 pm
  • Shuttle Service from Hyatt to Expo Ends 6:00 pm

AGENDA - NOV 19

AGENDA - NOV 20

SPONSOR ADD-ONS

  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) SOLD
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program SOLD
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
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Event Registration – $25