Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #555 | March 4, 2026
Top headlines this evening:
- So there’s a war if you haven’t heard (read and read)
- Northern proppant companies Smart Sand and Source Energy are both report strong outcomes (read and read)
- Dry sand piles? (read)
- And a lot more…
3 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
Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…
The geopolitical risk premium is back in crude oil markets. Where do we go from here if we are an oilfield market participant?
Why American Frackers Aren’t Rushing to Pump More Oil
U.S. shale giants won’t budge from their plans, despite the market chaos
Smart Sand, Inc. Announces Fourth Quarter 2025 and Full Year 2025 Results
Smart Sand had a real good year. How good?
Checking In On Smart Sand As They Enjoy Macro Tailwinds And Refresh Their Last Mile Kit
Deep dive into Smart Sand's outlook.
Middle East LNG Exports Forecast to Fall Sharply as Conflict Disrupts
Any prolonged outage could force European and Asian importers to compete for limited spot cargoes, pushing prices higher in both regions
Pertamina and Halliburton enter cooperation pact covering integrated hydraulic fracturing services
Fracking picks up in Indonesia.
Source Energy Services Ltd. Q4 2025 Earnings Call Transcript
Read the latest from a major sand operator with a heavy Canadian presence.
The energy transition is not eliminating hydrocarbons. It is rebalancing them.
Quick thoughts on the role of the frac sand industry in the long term.
Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook
The production outlook for 2026 putting the war aside.
Built for the Downcycle: Less Iron, More Impact
Here's a brief macro look at the biggest trends in the frac and drilling market.
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