Frac Sand Weekly News Digest
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:
- Titan Fuels (Silver) and Crisp Supply Chain Solutions (Bronze) are our latest sponsors for November’s Conference.
- The TSS acquisition of Sand Rev (read and read)
- Long-term outlook for shale improves as IEA pushes peak demand to 2050+ and shale operators are anecdotally increasing production despite $60 oil (read and read)
There’s a of stories and headlines to go through! See you on Tuesday?
And now, the news…
This Week's News
Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week
Great preview of our event, including Infill's Top 10 things they're looking out for.
TSS Expands its Leading Proppant and Logistics Solutions Platform with the Acquisition of Sand Revolution
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.
EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain
Suffice it to say, this transaction gives TSS scale that cannot be ignored: here's why...
Smart Sand, Inc. Announces Third Quarter 2025 Results
"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
Follow Up Thoughts On The TSS / Sand Revolution Deal
More detailed insights into the impact of this deal.
Shale Operators Defy $60 Oil to Keep Increasing Production
Despite the soft macro environment, shale operators continue to keep production moving.
Here’s What Mine Trends Would Have Looked Like If The Federal Government Wasn’t Closed
Boots on the ground data happening despite the government shutdown.
LinkedIn Post: Wallstreet Sand
Wallstreet Sand Company is proud to welcome Jason Price as our new Chief Commercial Officer.
In Other News… People On The Move, The “Waynesville” Sand Incumbent, New LWP Trial, PropStack Pile Adoption, More “Powered Land”, More M&A? & more…
Lots of great datapoints not covered here.
Oil and Gas Demand Could Grow Until 2050, IEA Says
Demand for oil and natural gas continues to grow well past this decade under a revived scenario based on existing policy and regulations
Pressure Pumping Earnings Wrap-Up: Trends In Pricing, Utilization, Fleets, Contracts & More…
Broader OFS market perspectives from major players.
How the Narrative for Atlas Energy Solutions Is Shifting After Recent Analyst and Market Moves
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.
Mazama Energy Completes the World’s Hottest Enhanced Geothermal System
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.
Middle East Operators See a Path Forward for Hydraulic Fracturing
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.
Exxon-Backed Coalition Sets Out Goals to Fix Carbon Accounting
Independent panel to be set up to advance a product-level framework in contrast to supply-chain emissions model widely used today
Chevron Is Getting More Serious About Power
No. 2 U.S. oil producer in talks with ‘premier customer’ for West Texas power plant to service an AI data center
Get relevant announcements and news from major outlets, industry leaders, and local media so you always know what’s happening and changing in the frac sand industry.
Subscribe to get our carefully curated summary of relevant frac sand related news and analysis delivered to your inbox each Wednesday.
Share Your News
Send us your press releases and any other news articles which you believe would be of interest to our readers. Email submissions to contact@petroleumconnection.com