Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #554 | February 25, 2026
Top headlines this afternoon:
- A few articles about MidCon supply/demand (here and here)
- A positive outlook on the price of oil? (I’d like to read that)
- Atlas Energy posted a good rebound for Q4 from their Q3 (read)
- Wallstreet Sand Co. invested serious cash in their operations last quarter (read)
- And a lot more…
4 weeks out, and registrations are picking up quickly for the Frac Sand Update (especially E&Ps), so make sure you get registered!
And now, the news…
This Week's News
MidCon Demand – The 2nd Largest Player Sells Out
Data-driven analysis on MidCon E&P buyer behavior and scale…
Shale Giant Diamondback Says Threat of Oil Glut is Receding
Resilient energy demand defends against hitting doomsday fears.
ConocoPhillips Might Have Bigger Plans in Store Outside of Texas
The company has hardly been shy about slashing $5 billion in debt after acquiring Marathon Oil Corporation in 2024 in an all-stock deal valued at $22.5 billion.
Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape
Sand market takeaways from the latest Atlas earnings report…
Atlas Energy Solutions Inc (AESI) Q4 2025 Earnings Call Highlights: Strong Financial
In depth analysis of Atlas while also providing a look at market conditions in the Permian.
When Sand “Goes Down Crunchy” & Other E&P Hot Takes On Their Frac Supply Chains…
Here are some interesting things operators are saying about their frac supply chain…
Collide Convo about Sand
Interesting note on sand usage trends (are we seeing a trend back towards NWS?)
Bloomfield’s sand fracking operation continues to take shape
The industrial sand-mining project approved for a parcel along U.S. Highway 550 in Bloomfield looks far different today than the facility B8D LLC pitched to residents and city officials.
ProPetro’s Predictive Pressure Pumping Points
Get the latest market outlook for a key Permian frac player.
Wallstreet Sand Co. Strategically Invests $27 Million in Equipment, Infrastructure, and Talent to Lead the Industry Forward
They spent the cash on equipment, infrastructure, and talent, reinforcing the company’s focus on operational excellence, safety, and long-term value for customers and employees.
ISO: Proppant & Last Mile Category Management Advisor
Anyone interested in being a part of Continental's team?
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