Nick Cook, Editor
Issue #516 | May 14, 2025
A happy Wednesday morning to you! Mixed signals on the macro market, but it looks like folks are tightening their belts a bit while by no means shouting “mayday”.
However, one interesting theme keeps returning to us: seizing the smaller fish. A little operational cost savings here, a little bigger market share there, a solid partnership in this basin, a better technology, etc. All these little best practices are what’s giving folks hope and a good path forward. Ever-evolving, ever-perfecting – that’s what our industry is about… and it’s always great to hear about them at our events.
Enough of my early morning musings… grab that coffee mug, and let’s dive on in.
And now, the news…
Key datapoints for the frac supply chain straight from the customers mouth…
As it turns out, a trade war with your biggest customer isn’t the death knell some made it out to be.
Sand market takeaways we learned from the latest Atlas earnings report…
Oil futures rise for a fourth straight session on improved sentiment after the U.S. and China agreed to cut tariffs for 90 days to allow time for trade talks, which has eased concerns about loss of demand at a time when OPEC+ is raising output.
Sand chassis, sand mines, wash plant, Legacy Buildings, and more!
The water cooler conversations you need to be in on...
Atlas touts their financials and technological superiority during this down cycle.
Important frac supply chain update for the Lower 48’s frac sand supply base…
Matt Wilks emphasizes his team's efforts to expand their damp sand capacity in the Haynesville.
Given their breadth of exposure to the frac supply chain, we believe this is important to be alert to.
Chord Energy has drilled three 4-mile laterals in the middle Bakken and is closely tracking results from the first now online. Seven more are planned for the rest of this year.
Continuing to follow the data from over the past week.
Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.
Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday.
Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to [email protected]
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