Nick Cook, Editor
Issue #503 | February 12, 2025
Deep dive into one of their three WTX mines and a conversation with management.
This established sand manufacturing company offers a high-value opportunity for investors in the energy and construction industries (more details within).
Conversation with leading provider of specialty proppant to learn about a new technology they are introducing to the Permian.
Listed at $4.9M, accepting offers: opportunity to acquire a rare 11M ton frac sand deposit and a transload rail site in SW Montana on same Union Pacific rail line.
Cyber Square’s management team about updates on some of the expansion projects they were working on.
A measure passed by state lawmakers in 2021 allows that type of testing on New Mexico thoroughfares.
This week, we gained a deeper understanding of how an OFS leader is thinking about power solution diversification.
The average proppant intensity reached 2,706 pounds per foot (lb/ft) across the 35 completed stages, surpassing all previous completion activities in the region.
New U.S. trade policy has the potential to create supply-demand imbalances that are not reflective of market fundamentals, it said.
An interesting development in sand hauling.
Chief Executive Murray Auchincloss said the company would continue to reshape its portfolio and has made strong progress in cutting costs.
This week, Patterson-UTI (NexTier Completion’s parent co.) reported 4Q24 results and updated their D&C market outlook commentary.
Inventories grew by 4.1 million barrels. Analysts surveyed by The Wall Street Journal had expected an increase of 2.4 million barrels.
The city council held a special meeting on Monday to finally make the call on a long delayed rezoning decision.
Atlas Energy Solutions in January unveiled the Dune Express, a 42-mile overland conveyor system that's become the talk of the energy world.
After Chevron, another E&P is cutting down on their spend.
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• Nick Cook, Petroleum Connection [M]
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