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:
Sit back, clear your schedule for 10 minutes, and we wish you all a blessed Easter this weekend.
And now, the news…
Great insights from the Infill Thinking team as a follow up to the Update last week.
This Tuesday, they'll be providing an informational session in Monahans to educate the industry on upcoming changes.
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.
Energy Transfer just put out some clever industry marketing while making fun of a Gen Z term.
Dust off your downturn playbooks… we are on the verge of the most uncertain earnings season since Covid.
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.
The vessel will be capable of generating up to 25,000 horsepower and store more 600 cubic metres of proppant.
Great, data-heavy insights into comparing the two.
Great datapoints from multiple different basins.
The continent has sharply increased its U.S. purchases in recent years, with little appetite to buy more.
Zoomed out look at the broader platform that Iron Oak has built.
"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."
Good news in the short-short-term.
Some hopeful insights during this stormy weather.
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• 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
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