Nick Cook, Editor
Issue #529 | August 13, 2025
Two big frac sand M&A announcements this week and both in NWS space (had to rewrite this after hours last night just to get you the breaking news)
Other highlights this week:
Fill up that coffee mug, and let’s dig into the latest.
And now, the news…
Acquisition further scales Iron Oak Energy's Northern White platform, enhancing support for Marcellus and Utica clients, with superior capacity, distribution, and efficiency.
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More in-depth research into the effects of the recent acquisition.
“With rising proppant intensity and dramatic gains in frac crew efficiency, our oil and gas customers’ expectations for service, speed, and reliability have never been higher." - Adam Katz, CCO of Badger
It expects demand to grow by 1.38 million barrels a day, from 1.28 million previously.
A massive paradigm shift could affect Texas frac sand in a huge way, but will it happen now?
In the most prolific basin, ExxonMobil projects a ramping up of production to 2.3 MMBoE/D by 2030, suggesting a jump from the current 1.6 MMBoE/D.
The most notable of the sand remarks made by E&Ps on their conference calls over the past couple weeks.
The sales of the assets, which are in the northern portion of Civitas’ DJ acreage position, are expected to be completed by the end of September.
Important frac supply chain update for the Lower 48’s largest frac sand market.
APA Corp.’s second-quarter earnings beat boosts Wall Street stock expectations for the year.
Sand market takeaways from the latest Atlas earnings report…
The Wheeling & Lake Erie Railway — at 840 miles the largest independent regional railroad in the U.S. — is being acquired by FTAI Infrastructure in a billion-dollar deal, the companies announced today.
Recap of the latest rounds of earnings calls from public companies.
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- separate golfer registration required
- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• 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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