Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #512 | April 16, 2025
What a great experience last week’s Update was. While everyone was wishing for a brighter near-term macro outlook, there were no towels being thrown.
Lots of news, but here’s a few highlights:
- With new regs coming in less than a year, our long-time supporters (IAC) are hosting an educational workshop on navigating the new MSHA silica rule revisions in Monahans on Tuesday
- Chevron is going all-in on trimul-fracs
- Canadians calling for a removal on tariffs for their frac sand imports
- And so much more…
Sit back, clear your schedule for 10 minutes, and we wish you all a blessed Easter this weekend.
And now, the news…
This Week's News
With The Oilfield Staring Into The Abyss, We Talked About Downturn Risks With Contacts In Houston Last Week…
Great insights from the Infill Thinking team as a follow up to the Update last week.
IAC's - MSHA Crystalline Silica Compliance and Safety Workshop
This Tuesday, they'll be providing an informational session in Monahans to educate the industry on upcoming changes.
Chevron to 'triple-frac' half of Permian oil wells in 2025 to cut costs, time
This year the company plans to use it on 50% to 60% of its wells in the basin, up from 20% last year, Jeff Newhook, a completions operations manager, told Reuters in an interview.
Entertaining "Gas" Video
Energy Transfer just put out some clever industry marketing while making fun of a Gen Z term.
The Most Uncertain Oilfield Service Earnings Season Since Covid Kicks Off… 10 Things To Listen For
Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid.
Energy On The Ballot: The Key To Canadian Prosperity
The Government of Canada’s retaliatory tariff measure will add $240 Million a year in additional costs on frac sand alone, significantly impacting drilling operations, creating instability in Canada’s oil and gas sector, and increasing energy costs.
China launches world's largest offshore fracking vessel
The vessel will be capable of generating up to 25,000 horsepower and store more 600 cubic metres of proppant.
Permian Basin 2025 Where Geology Meets Strategy: Midland vs. Delaware Dynamics
Great, data-heavy insights into comparing the two.
Here’s Where Sand Prices Stand Headed Into The Macro Turmoil
Great datapoints from multiple different basins.
Trump Has a $350 Billion Deal for Europe: Buy Our Energy
The continent has sharply increased its U.S. purchases in recent years, with little appetite to buy more.
Illustrating Iron Oak’s Imprint – Rich History, Growing Platform
Zoomed out look at the broader platform that Iron Oak has built.
LinkedIn Post: Source Energy Services
"So far in 2025, president and CEO Scott Melbourn says the growth on a year-over-year basis for sand consumption in the Western Canadian Sedimentary Basin is tracking close to the expected five to 10 per cent range of increase over 2024."
The Tea Leaves Aren’t Showing Shale Slowdown Signals… Yet…
Good news in the short-short-term.
Shale’s About to Make a Comeback for the Ages: Energy Secretary
Some hopeful insights during this stormy weather.
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