Frac Sand Weekly News Digest

A massive paradigm shift is in the works that could affect Texas frac sand in a huge way.

Lower oil prices are expected to precipitate a decrease in crude output that won’t easily be reversed

State lawmakers are reviewing a bill that would ban fully driverless trucks in Texas.

After recent Public operator company reports this earnings season, this article contains a summary about their D&C programs in 2025 with a focus on current and future rig and frac crew activity (or variables that inform such).

Liberty Energy CEO Ron Gusek said that volatility will lead to some reductions in activity and companies can prepare now, but 2026 is murkier: “We’ll have to be ready.”

The capital injection will turbocharge the hydraulic stimulation and flow testing of Empire’s record-breaking Carpentaria-5H well, the longest horizontal well in the Beetaloo Sub-basin at a whopping 3310 metres.

Some big picture takeaways for all Infill Thinking members from another important data release provided to Lium data clients.

"Unreal. Hat tip to all the Shale Bros. Never been anything like it before."

As CEO of CIG Logistics, David Nightingale has been instrumental in steering the company through significant growth and innovation.

The weekly oilfield signals and datapoints that reveal shale market direction.

According to a USGS news release, the Hosston and Travis Peak formations under the western Gulf Coast states could yield as much as 28 million barrels of oil and nearly 36 trillion cubic feet of natural gas.

Here are some OFS market observations that came up.

The block sits in an over-pressured basin—code for "this thing could gush if we get it right"—and EOG is wasting no time. Drilling is slated for the second half of 2025, though the company insists its 2025 capital plan won’t budge.