Nick Cook, Editor
Issue #506 | March 5, 2025
21 stories this morning as speculation about tariff effects and analysis of the latest round of earnings reports lead to lots of information to comb through. .
Momentum is building for the Frac Sand Update coming up in Houston! If you want to snag on of our remaining sponsorships or a guest pass, check out the web page. Also, 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…
An active, profitable frac sand mine is coming on the market. Due to the confidentiality of the situation, please reach out with serious inquiries only.
The market appears to be looking ahead to prospects of demand growth outpacing supply growth heading into next winter, where futures prices are averaging around $5.
A notable extension for local sand inked during earnings season…
Total revenue and sand revenue increased by 5% and 6%, respectively, year-over-year, as a result of increased sand sales volumes.
Safe bet given the current market conditions.
Given the unexpectedly sharp exhaustion at the end of 2024, this is a particularly important piece to keep an eye on.
Summary analysis from the most recent earnings call.
What do operators have to say about oilfield service pricing trends?
Adopting next-generation pump power, wet sand, and dry chemicals reduces fracturing emissions by about 30%.
Companies such as Comstock Resources and Expand Energy topped rankings.
9 leading edge datapoints that folks in the frac supply chain should know…
Regulatory uncertainty could widen the scope of power stocks riding the AI wave.
With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today…
With Trump's support, some of these projects might get built.
Occidental Petroleum, with a large 2.8-million-acre footprint in the Permian Basin, is preparing to go deeper.
Critical challenges include proppant sourcing inefficiencies, midstream bottlenecks operating at 95% capacity, and a fiscal regime extracting 55–60% government take.
New York State’s fracking ban has unjustly denied New York landowners their property rights and lucrative natural gas royalties and has been for purely political reasons.
Permian roads get negative publicity as national news focus on the increased need for safety.
Oil and gas associations are closely watching a number of pieces of legislation.
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