Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #536 | October 1, 2025
Busy week for the Petroleum Connection, but lots of great meetings. It was great being a part of the Permian Power Conference in Midland, TX and seeing lots of old friends in the OFS/proppant industry.
We just arrived in Calgary where we’ll be hosting the Canadian Frac Sand Summit in Calgary, AB! With 120+ folks coming (execs, leadership, decision makers), this is the best networking and content for the Canadian Frac Sand Space. We still have a few spots left for last minute registrations, but don’t wait…
(And don’t forget that registration is open for the frac sand industry’s biggest show is coming up in Nov)
Grab the coffee, and let’s dig into the latest.
And now, the news…
This Week's News
Frac Sand Executives Share Their Thoughts on Canadian Market
Executives from Badger, Smart Sand, Source Energy, Peaskie, Vitreo, and Wayfinder are all speaking on the opportunities and challenges facing the Canadian proppant market.
See The Top 20 Oilfield Research Reports & Themes Of 3Q25 Here
What are some of the bigger industry trends we're seeing?
Driverless Trucking Tech Firm Kodiak AI Goes Public in $2.5B SPAC Merger
Kodiak has gained a lot of press by supplying Atlas' autonomous trucks.
Tamboran to acquire Falcon Oil & Gas Ltd. to create ~2.9-million-acre Beetaloo Basin business
The Transaction between Tamboran and Falcon is a logical consolidation of two of the Beetaloo Basin’s most active companies and will strengthen Tamboran’s acreage position across the majority of the Beetaloo depocenter.
In Other News… Fake News Truck Crash, M&A Chatter, Driverless Trucks, Truck Tariff, Wet Sand Processing Sighting, Headed To Midland & more…
All sorts of important data points to keep you updated on the oilfield.
Is Exxon’s new petcoke proppant the real deal?
ExxonMobil’s push to commercialize its new petroleum coke-based proppant has drawn fresh scrutiny after BofA Securities hosted an expert call with Wood Mackenzie’s Robert Clarke, who examined early field data.
A Big Frac Efficiency Gain Datapoint With Additional Color On The Job From Our Field Checks…
How does frac efficiency data points compare to the past?
Big Oil Is Getting Leaner and Leaner
Exxon is the latest large oil company to announce job cuts as the industry continues to adapt to lower oil prices
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