Nick Cook, Editor
Issue #542 | November 12, 2025
Good evening! By this time next week, 300+ frac sand industry professionals will be saying their good-byes from the Frac Sand Supply & Logistics Conference in San Antonio (you can still register to join).
Maybe you missed it, but TSS is acquiring Sand Revolution in what is one of the biggest M&As in our industry for a long time, especially in Permian proppant last mile. You can read all about it.
There’s way too much to cover over the past week, but here’s this week’s highlights:
There’s a of stories and headlines to go through! See you on Tuesday?
And now, the news…
Great preview of our event, including Infill's Top 10 things they're looking out for.
Following the acquisition, TSS will be the largest independent logistics provider in the country with the capacity to deliver over 25 million tons of proppant per year to its customers.
Suffice it to say, this transaction gives TSS scale that cannot be ignored: here's why...
"Smart Sand delivered another strong quarter with third quarter sales volumes, contribution margin, Adjusted EBITDA and free cash flow all increasing from second quarter results," stated Charles Young, Smart Sand's CEO
More detailed insights into the impact of this deal.
Despite the soft macro environment, shale operators continue to keep production moving.
Boots on the ground data happening despite the government shutdown.
Wallstreet Sand Company is proud to welcome Jason Price as our new Chief Commercial Officer.
Lots of great datapoints not covered here.
Demand for oil and natural gas continues to grow well past this decade under a revived scenario based on existing policy and regulations
Broader OFS market perspectives from major players.
Taken together, the most recent analyst updates suggest that while certain operational strengths and resilient segments are emerging for Atlas Energy Solutions, a sustained recovery in valuations and broader growth will likely hinge on improvements in oilfield service activity and commodity price stability.
Ceramic proppants were used as Mazama Energy has announced the successful completion of the world’s hottest Enhanced Geothermal System (EGS), marking a historic milestone in clean energy development.
Operators from across the region met in Muscat to share how lessons from pilot programs are shaping cost, scale, and technology priorities across the region.
Independent panel to be set up to advance a product-level framework in contrast to supply-chain emissions model widely used today
No. 2 U.S. oil producer in talks with ‘premier customer’ for West Texas power plant to service an AI data center
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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
Event Registration – $25