Frac Sand Weekly News Digest
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…
This Week's News
For Sale: Active Frac Sand Mine
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.
U.S. Natural Gas Futures Rise on Speculator Positioning
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.
Analyzing A Big Sand Contract Extension Disclosed By A Permian E&P
A notable extension for local sand inked during earnings season…
Smart Sand Reports Tonnage Up 17% in 2024
Total revenue and sand revenue increased by 5% and 6%, respectively, year-over-year, as a result of increased sand sales volumes.
Smart Sand Predicts Growth of Frac Sand for Utica Drillers in 2025
Safe bet given the current market conditions.
2025 Shale Capex Budget Analysis
Given the unexpectedly sharp exhaustion at the end of 2024, this is a particularly important piece to keep an eye on.
Atlas Energy Solutions Inc Q4 2024 Earnings Call Highlights
Summary analysis from the most recent earnings call.
What Are E&Ps Baking In For OFS Pricing & Well Cost Deflation This Year?
What do operators have to say about oilfield service pricing trends?
Fracturing emissions cut with next generation techniques
Adopting next-generation pump power, wet sand, and dry chemicals reduces fracturing emissions by about 30%.
Judgment Call: Ranking the Haynesville Shale’s Top E&P Producers
Companies such as Comstock Resources and Expand Energy topped rankings.
2025 Oilfield Sentiment Souring Already? Leading Edge Datapoints Not Looking Too Hot…
9 leading edge datapoints that folks in the frac supply chain should know…
AI Fever in Power Stocks Moves From Nuclear to Plain Natural Gas
Regulatory uncertainty could widen the scope of power stocks riding the AI wave.
Data Center Buzz In Shale
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…
Trump throws his support behind Keystone XL and other pipeline projects to unleash American energy
With Trump's support, some of these projects might get built.
Occidental Petroleum to expand deeper drilling in Permian Basin
Occidental Petroleum, with a large 2.8-million-acre footprint in the Permian Basin, is preparing to go deeper.
LinkedIn Post: Vaca Muerta
Critical challenges include proppant sourcing inefficiencies, midstream bottlenecks operating at 95% capacity, and a fiscal regime extracting 55–60% government take.
The Defense of Property Rights Act: A Step Toward Bringing Natural Gas Drilling to New York
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.
Texas workers face mounting dangers in the heart of America’s greatest oil boom
Permian roads get negative publicity as national news focus on the increased need for safety.
Texas oil and gas groups monitor legislative bills impacting industry
Oil and gas associations are closely watching a number of pieces of legislation.
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