Nick Cook, Editor
Issue #502 | February 5, 2025
This week’s digest is focused on Permian sand data, E&P capex/production plans from supermajors, and frac market analysis from the new captain at major OFS firm (and a frequent speaker at our events).
Also, we’ll finishing up the draft agenda for the Frac Sand Update, so please reply to this email with any topic suggestions.
And now, the news…
Ron Gusek officially takes on the CEO role and provides his analysis on the market.
PSA: We are not in any way associated with the "North American Frac Sand Supply & Logistics Conference".
Great mine update from one of the Permian's major sand players.
ExxonMobil produced 1.5 million barrels of oil equivalent per day from the Permian Basin by the end of 2024 and anticipates producing 2.3 million barrels per day by 2030, an increase of over 50%.
President says lower prices will solve many of the country’s problems but finds early resistance in the oil market
Last year during conference calls with investors, Chevron’s top brass made a hint that their words last Friday now confirm.
Coterra is the first operator to fully automate and control their hydraulic fracturing design and execution.
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report.
A wave of major upstream oil and gas mergers and acquisitions in 2024 had companies taking a break as the year came to a close.
Company specific details from private frac sand company’s management team.
Atlas plans to use the proceeds to repay debt, fund part of the Moser Energy Systems acquisition, and for general corporate purposes.
Although very new, the excitement for EGS is palpable on both sides of the energy transition aisle.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
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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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