Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #552 | February 11, 2026
Top headlines this morning:
- Details on the 2 million TPY frac sand mine coming to the DJ (read)
- As US shale has matured, eager wildcatters use their passports (read)
- OFS company files for bankruptcy (read)
- And a lot more…
We’re a month and a half away from the Frac Sand Update, and we have exciting speakers and topics that we’ll be chatting about in Houston (updates soon!)
And now, the news…
This Week's News
Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet
Key takeaways for a Permian fleet of hydraulic frac horsepower.
U.S. Frackers Explore New Frontier: Shale Abroad
The prolific Permian Basin distracted American producers from international shale. Now, they are returning.
DJ Basin's Next In-Basin Frac Sand Operation Announces USR Milestone; Reunites Team That Built Apex Petroleum Engineering Inc.
Apex 70 Sand has received the Use by Special Review permit from Weld County to advance a 2 million ton per year frac sand facility in the DJ Basin
In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
We found the LWP insights particularly interesting in this update.
Long-anticipated BC mine is nearly online
Vitreo is pleased to announce that the BC EAO has accepted its Application for the Angus Project, and the project will now advance to the Effects Assessment and Recommendation phase.
CEO of Natural-Gas Giant Expand Energy Steps Down Amid Corporate Relocation
Expand, the U.S.’s largest natural-gas producer, said Monday that Domenic Dell’Osso has stepped down and been succeeded by Chairman Mike Wichterich, who will serve as interim CEO.
Eldridge Closes $375 Million Lease Facility with Atlas Energy Solutions Inc.
The facility will support Atlas’ acquisition of new behind-the-meter power generation assets, allowing for milestone payments during packaging and converting to a term solution upon asset delivery.
NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
The storm was weeks ago, but it is still a big topic of conversation.
LinkedIn Post: US Rail & Logistics
Interesting data point: frac sand terminal operator switches silos to fly ash. Could part of this be to handle fly ash as a LWP?
A Mixed Bag Of D&C Signals In 1Q26
Breaking down the frac market through the lens of large OFS publics.
Exxon Mobil Did a 180 on Bakken Well Design in 2025
Exxon makes smaller Bakken wells with smaller fracs.
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