Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #562 | April 22, 2026
Good evening, everyone. Happy Earth Day to those who bring energy to power our world in the most environmentally responsible means possible.
While the macro environment is still volatile, we look at the biggest signposts to see where the OFS/proppant market ship is sailing.
- Site Prop Systems is our latest Gold sponsor for September’s Frac Sand Conference in San Antonio!
- HAL has lots of updates both in the United States and abroad (read, read, and read more)
- Canada eyes shale coming to a whole new province (read)
- Frac sand pricing trends get an updated look (read)
So before you start winding down the first half of the work week, sit down, and get yourself updated.
And now, the news…
This Week's News
The Latest Frac Sand Pricing Trends
Vital frac supply chain data for buyers and sellers and capital allocators.
BREAKING: Iran Fires on Three Ships, Escorting Two to Its Coast
Oil prices staying high seems likely for the near-term...
EQT executive: ‘Prices are only going to get more volatile’
Operators must manage unpredictability through well design and inventory, says US gas producer’s upstream chief
Halliburton Says There Is No More Frac Calendar White Space Through June
HAL’s CEO had a lot to say about the frac outlook this week...
Halliburton Wins Multibillion-Dollar Vaca Muerta Completions Contract
The multiyear contract with YPF includes electric pumping units and automated stimulation services.
Insights: Vaca Muerta’s scale, productivity—and why it has more to give
An in-depth analysis of Argentina's Vaca Muerta shale play, this episode underscores the play's significance due to its large resource base, strategic position, and the potential for increased global supply as infrastructure improves and production accelerates.
Was 1Q26 The Cycle Bottom?
Infill Thinking looks at the data to see if "it's only up" from here...
Brent oil rises above $100 after Iran seizes container ships, U.S. maintains naval blockade
Oil prices rose Wednesday, as Iran claimed to have seized two ships in the Strait of Hormuz shortly after President Donald Trump extended the ceasefire.
Will ExxonMobil Leverage the Permian Basin for Long-Term Growth?
Leveraging its deep-rooted presence in the Permian Basin, XOM continues to drive operational efficiency and scale advantages across its Permian operations.
How Many More Active Frac Crews Would $75 & $100 Oil Bring?
A fresh take on predictive data for the oilfield…
Five things to know about Nova Scotia's plans to develop onshore natural gas
The $30-million program, which will offer companies financial incentives as they explore the province’s reserves, comes after Premier Tim Houston’s Progressive Conservatives lifted a decade-long moratorium on fracking.
Halliburton CEO: U.S. oil is in the ‘early innings’ of a rebound—and a drilling ramp-up is coming
The Iran war is forcing countries to prioritize energy security by capturing more barrels both domestically and from other regions outside the Middle East.
Marcellus Driller Arsenal Considers Selling Itself for $1.5 Billion
The rumor mill is chattering once again. Bloomberg reports that Arsenal Resources, a private natural gas producer focused on the Marcellus Shale, is considering a potential sale of itself valued at approximately $1.5 billion.
Atlas Energy, ProPetro hiked to Buy at Citi on improved Permian completion market
Atlas Energy Solutions (AESI) up 9.4% and ProPetro (PUMP) up 6.6% in Wednesday's trading as Citigroup upgraded both oil and gas equipment and services stocks to Buy from Neutral with respective $16 and $18 price targets, as improvement in the Permian Basin completion market drives upside to estimates.
How Diamondback Energy's Permian Edge Powers Its Growth Story
As one of the most prolific oil-producing regions in North America, the Permian offers low-cost production, extensive infrastructure and multi-layered resource potential.
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