Nick Cook, Editor
Issue #540 | October 29, 2025
Big breaking news on a suddenly booming new frac sand/shale growth area. TWO new sand mines from familiar faces and a serious E&P gets in on the action. Thanks to Infill Thinking for covering this in so much detail.
Quick notes on the Frac Sand Conference:
There’s a of stories and headlines to go through!
And now, the news…
All this has come out of nowhere, but it's very intriguing and I'm sure we'll hear about it at the Frac Sand Conference.
It's an all-electric fleet powered directly from the grid, with no turbines, no generators, and no on-site power.
Expanding their offerings in a new market, we will be looking forward to chatting with their exec team about this at the Frac Sand Conference.
As Argentina becomes more frequently mentioned and representatives are coming both to WTX and to the Frac Sand Conference, we'll be interested to hear more about how they're looking to grow way down south.
Getting the band back together, we're very interested to see what these industry vets have planned for the future (and what they're betting on).
Trican touts their integrated partnership with Source as part of their strategic advantage as WCSB plays are getting more intense.
Two frac sand producers are eyeing a new play, so here's the analysis.
The question is whether geothermal power, right beneath our feet, can compete on cost and reliability.
This week, we digested an update from a frac market leader…
Cowboys owner backs Comstock’s bid to develop some of the hottest, deepest wells in the U.S.
The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking…
Infill is churning out the research this week full steam ahead…
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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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