Nick Cook, Editor
Issue #511 | April 9, 2025
Coming to you live from Houston as we are here hosting the 10th Annual Frac Sand Update! We’re spending our day talking with our attendees and presenters about how the recent macro activity will be affecting their business.
If you’re not able to join us in person, we’re happy to update you through the digest this week. Pour the coffee, grit your teeth, and let’s dig in.
And now, the news…
This is the first industry conference happening after the double-whammy black swan that has turned the oilfield outlook this year upside down.
The president’s tariff blitz sent oil prices tumbling 14% in two days, bludgeoning frackers.
Ottawa’s retaliatory tariffs on U.S. products — including 25 per cent tariffs on imports of steel and sand used in hydraulic fracturing operations — stoking fears of a slowdown in activity following the spring breakup.
What a wild week in the economy.
Interesting insights into the potential for refracs.
Company by company sensitivity to oil price analysis plus some big picture thoughts.
They announced a strategic alliance to support the development of a state-of-the-art power generation facility.
A deal had been announced last week that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers…
Good data with a historically accurate track record.
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Phone: 214-984-1615 | 33800 Tyler Road, Walkerton, IN 46574
- separate golfer registration required
- Evening open for client dinners
- by Invitation Only
• 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
Event Registration – $25