Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #539 | October 22, 2025
Quick notes on the latest news over the past week! Our team is busy getting ready for the biggest frac sand show of the year. Despite the pricing pressure throughout the oilfield this year, there is a lot of excitement and energy building for the frac sand conference in San Antonio in 4 weeks (link).
Digest highlights:
- Resolute Insurance (Silver) is our latest sponsor for November’s Conference. Logo Sponsorships will end next Friday and we only have a handful of higher level sponsorships left, so do not wait!
- The Permian basin gets some new investment as a 2 GW data center gets the green light. We see this as a trend moving forward, and the trickle-down effects could be strong for the industry. (read and read)
- Pet coke gets a look by independent analysts on the cost vs proppant (read)
- Need a never-erected metal building with about 38,000 sq ft? Ready to ship. (read)
There’s a lot more stories and headlines to go through! Fire up that espresso, dig into the latest, and book your plans to be with us in San Antonio.
And now, the news…
This Week's News
A Giant New AI Data Center Is Coming to the Epicenter of America’s Fracking Boom
CoreWeave and Poolside announce partnership for a data center built on a sprawling ranch in West Texas
An In-Basin AI Data Center Lands In The Permian. This Could Change Everything…
HUGE news dropped in the Permian Basin late last week.
2018 Butler® Pre-Engineered Never-Erected Metal Building (PEMB)
See the specs and estimated pricing within.
Bespoke Proppant Permian Wells Make More Oil at More Cost
Exxon Mobil’s proprietary proppant’s well results showed greater oil output, but the proppant costs 10 times more than sand, J.P. Morgan Securities analysts found.
Frac Sand Buyers: Haynesville
A deep look into who are the biggest buyers in the Haynesville.
LinkedIn Post: Leen Weijers
While we may measure frac fleet performance in different ways, the only way forward is to work more, and cram more into the time you work.
Liberty Kicks Off OFS Earnings Season With A Power Surge
While the press release reflected challenging frac market conditions, the stock surged by anyway. Read why.
Liberty Energy Inc. Q3 2025 Earnings Call Transcript
"Oil producers, which comprise a vast majority of North American frac activity, opted to moderate completions against the backdrop of macroeconomic uncertainty and after exceeding production targets during the first half of the year."
Halliburton’s Power Business Grows Plus Their Latest Frac Outlook
See what Big Red had to say about recent activity.
What Happens When Oil and Gas Wells Die? West Virginia Has a New Plan for That
Privately financed fund aims to retire 20,000 wells at no cost to taxpayers
In Other News… Sand People On The Move, A Power Sale, OFS Rides Power Wave, RFP Wait, Last Mile Gear, & More…
Some of these announcements took us off guard.
Arapahoe County approves next well pad in Lowry Ranch fracking plan
The county’s oil and gas regulations are the strictest in the state, county officials have said.
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