Frac Sand Weekly News Digest

Is the worm beginning to turn in last mile logistics?

Jan nat-gas prices rallied sharply on Friday, surging to an 8.5-month nearest-futures high on expectations of colder US weather, potentially boosting heating demand for nat-gas.

Infill Thinking gives their unbiased take on the state of the industry.

The company posted 3Q revenue of $92.8 million, up from $85.8 million in the second quarter and $63.2 million a year earlier, driven by higher sales volumes, stronger pricing, and a $4.4 million contractual payment tied to excess tons sold in a previous period.

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Vital frac supply chain data for buyers and sellers and capital allocators.

Oil prices climbed more than 1% on Wednesday after Russia said talks with U.S. officials in Moscow failed to reach a compromise on a potential Ukraine peace deal that could have eased sanctions on its oil sector.

Who’s working what where?

For the play to be economically viable and become a major supply source, operators must reduce D&C costs to approximately $25 million, which could enable the region to reach nearly 2 Bcfd of production by the end of 2030 with an eight-rig development program.

An update on local sand mining activity.

A growing concern for operators is sourcing proppant for fracking operations, and forecasting future requirements.

Some new equipment coming into the frac market in person recently during a frac pump roadshow.

The prolific play has many wrinkles, but plenty of life left in it.

What are the big boys doing in shale?

Big issue for one of the biggest diversified OFS providers in US shale.

Something new is brewing and we discuss the who, what, and why here….

The next phase of the revolution — call it shale 4.0 — is an engineering arms race to improve the so-called recovery factor.

An update on E&P spending trends…

Bigger trend continues as OFS companies diversify their offerings.