Nick Cook, Editor
Issue #559 | April 1, 2026
This week, there’s been more and more talk about oil pricing and when the heck US E&Ps are going to start increasing production. If you were at last week’s Frac Sand Update, you know exactly why we’re not seeing the same reactivity to high prices that we saw in 2022. However, we’re on a collision course if we don’t see serious price corrections on the OFS side because especially last mile and sand drying folks are getting hit hard with the increase in diesel and nat gas.
Getting gnarly out there. Keep strapped in, and we’ll be here to keep you updated.
And now, the news…
After a lackluster Q1, are we starting to see meaningful change?
The facility supports working capital needs and reimbursement of recently constructed units.
Real-world, real-time market anecdotes that you can’t get online (or with AI).
Ammann pointed to ExxonMobil’s US unconventional operations, including its Permian basin position, as a source of production growth driven by technology rather than basin expansion alone.
Ohio is opening up more than 8,200 acres of a wildlife area in southeastern Ohio and another 500 acres of Salt Fork State Park for fracking − one of the largest swaths of Ohio public land approved for oil and gas drilling to date.
Inventory has become a must-have KPI for screening E&P companies — and for good reason.
Widely considered one of the most significant unconventional oil and gas resources globally, Vaca Muerta has become critical to Argentina’s energy independence and a focal point for international investment.
Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P…
Some oil and gas executives are expressing frustration with the administration’s optimistic messaging, saying the disruption is already far-reaching
Since no one knows exactly where oil prices are headed next, we’ve been talking with folks about the goldilocks zone for OFS and E&P…
Natural-gas prices also declined, with the European benchmark down 4.8%
This was interesting!
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- 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
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- Nick Cook, Petroleum Connection
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- Alex Meleshko, LIUM Research [M]
- Candace Rowell, Expand Energy
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- 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
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• Matt Martinez, Texas Chrome Transport
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• 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
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