Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #505 | February 26, 2025
We’re here to bring you the latest news on the frac sand industry: tax clarifications for frac sand modular storage in Texas, large E&P touts savings through direct sourcing, buyer looking for equipment, Canadian OFS worries about potential tariffs on NWS, and more…
Momentum is building for the Frac Sand Update coming up in Houston:
- Midland Trailers is kicking us off (exclusive 2025 Kick Off sponsor)
- Iron Oak Energy Solutions is our Coffee sponsor
- Timpte Trailers is grabbing the lanyards (exclusive 2025 Lanyard sponsor)
- McCourt Equipment is our Networking Reception sponsor
- Kirby-Smith is an Exhibiting sponsor
If you want to snag on of our remaining sponsorships or a guest pass, check out the web page. Sponsorships for all 2025 events can be reserved now too FYI
Okay, back to the Digest: pour the coffee, take a few minutes, and see what’s the latest.
And now, the news…
This Week's News
What Do Trump’s Tariffs Mean For Shale Well Costs? On A Related Note, Quick Thoughts On Another Big Trump Shale Proposal….
A review E&P reaction to the tariffs, plus something Trump said in Miami last week.
Buyer Seeking Attrition Cells, Density Sizers and Hydrocyclones
Buyer actively seeking used wash plant equipment to accommodate up to 1000 TPH plant.
Pressure Pumper Expects A Flat Permian Frac Market Where You Have To Fight For What You’ve Got
The completions service provider’s executive team discussed their frac market outlook for 2025.
Texas Comptroller Issues Private Letter Ruling on Sales, Use Tax for Modular Frac-Sand Handling, Storage System
The Texas Comptroller of Public Accounts issued a private letter ruling regarding the sales and use tax for a modular frac-sand handling and storage system.
Last Week’s Freeze Was Another Non-Event For Permian Sand Suppliers
Although there's nothing on basin-wide effect, there was greater risk/strength depending on the link in the supply chain.
Trican Well Service Ltd.: Trican Reports Annual Results for 2024
"Although we do not believe the proposed 10% tariff on Canadian energy imports into the US will have a major negative impact on Canadian activity levels, retaliatory Canadian tariffs on US sourced inputs, such as frac sand, could increase well completion costs ultimately leading to lower activity levels."
Haynesville Local Sand Supply Update
An update on local sand mining activity incorporating boots on the ground datapoints.
Devon Earnings Call Transcript
"The early wins of $600,000 in savings per well on D&C cost tie back to the drilling and completion pace, supply chain wins and leveraging operational improvements such as self-sourcing sand and simul-frac."
Atlas Energy Solutions Announces $540M Refinancing Agreement
Interesting datapoint that came across our feed.
Big Deal Last Week, But E&P Consolidation Wave Showing Signs Of Slowing
3 key takeaways from the latest data are inside...
OH Short Line Railroad Gears Up to Carry More Utica Frac Sand
We're always suckers for a good railroad story.
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