Frac Sand Weekly News Digest
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…
This Week's News
7 Noteworthy Nuggets On E&P Frac Sand Procurement
Key datapoints for the frac supply chain straight from the customers mouth…
U.S. Nat Gas Liquids Exports Hit Record—Even With China Playing Hardball
As it turns out, a trade war with your biggest customer isn’t the death knell some made it out to be.
Atlas Talks About Permian Sand Downturn
Sand market takeaways we learned from the latest Atlas earnings report…
Oil Futures Extend Rally on Trade Optimism
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.
Frac Sand Asset Marketplace
Sand chassis, sand mines, wash plant, Legacy Buildings, and more!
In Other News… Sand M&A Rumors, Carrier Ownership Change, Calm B4 H2O Storm?, Frac & Mine Datapoints…
The water cooler conversations you need to be in on...
Atlas Energy Solutions Q1 2025 Earnings Call Transcript
Atlas touts their financials and technological superiority during this down cycle.
Northern / Western Local Sand Mine Update
Important frac supply chain update for the Lower 48’s frac sand supply base…
ProFrac Holding Corp Q1 2025 Earnings Call Transcript
Matt Wilks emphasizes his team's efforts to expand their damp sand capacity in the Haynesville.
ProFrac Sees The Pullback Starting Now…
Given their breadth of exposure to the frac supply chain, we believe this is important to be alert to.
Bakken Beast: Chord Plans Seven More 4-Mile Bakken Wells in ‘25
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.
SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash
Continuing to follow the data from over the past week.
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