Nick Cook, Editor
Issue #557 | March 18, 2026
We’re busy ramping everything up for next Tuesday’s gathering in Houston (if you’re not registered, you still can). Our contacts are all getting excited, and we are pleased with the representation from all throughout the biggest segments of the frac sand supply & demand chain.
This week:
And now, the news…
Prices don’t mean jack to us if they don’t translate to increased activity and improved pricing for proppant, logistics, and OFS.
Is this the first tangible evidence of tight oil D&C demand reacting to the oil price spike?
Iran stepped up attacks on key energy infrastructure in the Middle East and U.S. allies rebuffed President Trump’s call to help reopen the Strait of Hormuz.
Before the war, the winter blast was a big talking point in shale – this news cycle moves fast!
Higher energy prices might vex the economy, but for some U.S. states, they provide a financial boost that will help close budget deficits and fix roads
Will this oil price rip trigger a margin expansion story in oilfield service at the expense of higher well costs for E&Ps?
"Notably, our proppant production segment delivered exceptional results, benefiting from increased volumes and improved logistics efficiency that helped us maintain strong margins." - Matt Wilks
Some key takeaways from this South Texas local frac sand data run
No matter how the Iran war gets resolved, the US and other countries will be forced to reckon with a global oil market in complete disarray.
Operator-by-operator capex budget data with a focus on incorporating the formal 2026 capex budgets of more than 40 publicly traded Lower 48 E&Ps.
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- separate golfer registration required
Evening open for client dinners and networking
- available in the exhibit area
- morning networking break in the exhibit area
- time available to visit exhibits
- afternoon networking break in the exhibit area
- remainder of the evening open for client dinners & networking
- by invitation only
- available in the exhibit area
- morning networking break in the exhibit area
- separate golfer registration required
- Ryan Hassler, Rystad Energy
- Joseph Triepke, Infill Thinking [M]
- Greg Lanham, President, Sand Revolution
- Joseph Triepke, Infill Thinking [M]
- Steve Brock, Nomad Proppants
- John Young, Smart Sand
- Ryan McMaster, Delta Sands
- Pete Cook, Petroleum Connection [M]
- Sanjiv Shah, Piper Sandler
- Charlie Crisp, Crisp Supply Chain Solutions [M]
- Steven Anderson, HighPeak Energy
- Frank Zamora, Premier Corex
- Jason Schumacher, O'Melveny
- Yuri Berajano, Consultant [M[
- Greg Garcia, Solaris Oilfield Infrastructure
- Ron Gair, Nexmile
- Michael Montgomery, Detmar Logistics
- Nick Cook, Petroleum Connection [M]
- Matt Oehler, PropX
- Joe O'Rourke, Cyber Square [M]
- Chris Samanns, Signal Peak Silica
- Corey Donaldson, ProFrac
- Paul Sheperd, FCI Sand
- Billy Smith, Superior Silica Sand
- Evening open for client dinners
- Nick Cook, Petroleum Connection
- Marcus Morton, Cyber Square
- Jon Bowlin, EnDeCo Engineers
- Bob Carter, IAC [M]
- Chris Ellis, Assured Integration
- Alex Aldach, Freedom Propants
- Michael Brannon, Iron Oak Energy
- Jason Willmarth, Superior Belt Filter
- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
- Lindsey Hopwood, Halliburton
- Josh Riso, Liberty Energy
- William Hitters, Luxmath Consulting
- Juan Rendo, YPF
• Nick Cook, Petroleum Connection
• Tim McMahon, UT Bureau of Economic Geology
• Ryan Hassler, Rystad Energy
• Joseph Triepke, Infill Thinking
• Hayden Gillespie, Black Mountain Sand
• Marcus Morton, Cyber Square
• Adam Katz, Badger Mining Corp.
• Brian McConn, Atlas Energy
• Pete Cook, Petroleum Connection [M]
• Kevin Fisher, PropX
• Bob Carter, IAC
• Chris Cloud, Saber Asset Group
• Ryan Zorn, Liberty Energy
• Sam Reynolds, Marathon Oil [M]
• Aric Christman, Encino Energy
• Charlie Crisp, Crisp Supply Chain Solutions
• Jose Sagaseta, Vorto [M]
• Matt Martinez, Texas Chrome Transport
• Sergio Sabatini, OmniTRAX
• Isaiah Martinez, WTS Energy Group
• Rick Pattillo, Lobo Logistics
• Nick Cook, Petroleum Connection
• Kirby Wilkerson, KBW Partners [M]
• Dane Walker, Wall Street Sand Company
• Dr. Anthony Konya, Konya Mining Company
• Jim Otteman, Imperium Enterprises
• William Hitters, CEO, Luxmath Consulting
• Alex Meleshko, LIUM Research [M]
• Matt Oehler, PropX
• Anna Omsberg, SandPile
• Steve Brock, Nomad Proppants
• Nick Cook, Petroleum Connection [M]
• Chris Samanns, Signal Peak Silica
• Dave Frattaroli, High Roller Sand
Event Registration – $25