Nick Cook, Editor
Issue #515 | May 7, 2025
We’ve been spending the past few days catching up with a few contacts getting ready for November’s frac sand conference. Momentum is building for what is always the best frac sand gathering of the year! You can register now to lock-in the early bird registration rate.
Major stories this week:
Grab that coffee mug, and let’s dive on in.
And now, the news…
Right now, the company says, most of that sand is imported from Wisconsin, but amid a "Buy Canadian" movement, CEO Scott Broughton believes that should apply to the industrial sector, as well.
Interesting article concerning a notable downturn datapoint from the private pressure pumping world.
Authorities said a 30-year-old man was operating heavy equipment when he was hit by an apparent "mudslide".
More details on the tragic loss of life and the company's statement.
"Demand for frac sand remained strong, but volumes also fell with the train length restrictions due to the extreme cold, which affected shipments in Northeast BC."
What will be the effect on frac supply chain with Trump's direction in this space?
John Turner, President & CEO, commented, "The first quarter of 2025 was an exciting start to the year for Atlas with the acquisition of Moser Energy Systems and the start-up of the Dune Express."
Since oil prices fell big in early-April 2025, the U.S. onshore oilfield market outlook has been the most uncertain since Covid.
European Commission seeks to sever decades-long energy ties with Moscow
Over the past week or so, Permian pressure pumpers ProPetro and RPC Inc updated investors on their results and market outlook.
Lightweight proppants engineered from refinery coke are giving Exxon an up to 15% lift in Permian EURs. “We generally surprised ourselves with the improvements,” CEO Darren Woods said.
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