Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #565 | May 13, 2026
Good evening, everyone! Interesting anecdotes to look at as OFS companies finish their earnings calls for Q1.
Wallstreet Sand Co and SmithCo Trailers are our latest Gold Sponsors for September’s Frac Sand Conference in San Antonio! The outdoor Motor Court turnaround area is completely SOLD OUT. If you’re interested in sponsoring indoors, you can either email me (nick@petroleumconnection.com) or sign up online to ensure you get the best exposure to the frac sand industry. Also, sign-ups are open for the 4th Canadian Frac Sand Summit.
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
Atlas Shares A Recovery Roadmap: Pricing Yes, V-Shape Activity No
Sand market takeaways from the latest Atlas earnings report…
Atlas Energy Solutions Signals Power-Fueled Earnings Upswing
Total proppant sales climbed sequentially to 5.7 million tons in Q1, with an additional roughly 130,000 tons sourced from third parties to meet demand.
Sand Struggles In South Texas
An update after a round of channel checks in the Eagle Ford…
Smart Sand, Inc. Announces First Quarter 2026 Results
"Smart Sand delivered another strong quarter of operating and financial performance," said Charles Young, Smart Sand's Chief Executive Officer. "The first quarter was our fourth consecutive quarter with more than 1.4 million tons of sand sold, and we set a quarterly sales-volume record at just under 1.5 million tons.
Frackers Are Finally Ready to Drill. Trump Won’t See a Return of the Go-Go Days.
Shale companies are cautiously dialing up output and hinting at a prolonged period of high oil prices
ProFrac Hikes Price Across Most Of Their Frac Crews
Here’s what you need to know about ProFrac’s approach to the market and latest outlook…
Profac anticipates higher Q2 as price increases layer in and keeps 2026 CapEx at $155M-$185M
Proppant operational downtime affected the company's bottom line, but still managed to generate $7 million to adjusted EBITDA.
Liberty Energy: Pricing Recovery and the LPI Program Show an Interesting Future
News from one of the country's biggest frac programs and parent company of Freedom Proppant
U.S. Public E&Ps Mostly Keep Their Foot On The Brakes…
Following the latest capex budget trends, here's some OFS addressable market trends.
Could fracking help make Nova Scotia an energy powerhouse?
Premier Tim Houston has been pushing onshore resource development as a way to bolster province’s slumping finances
Geothermal-Champion Fervo Energy’s Shares Soar in Trading Debut
Could EGS provide a new potential avenue for frac sand?
White Oak Commercial Finance Provides $25 Million ABL Facility to Rango, Inc.
Founded in 2012 and headquartered in Mesa, Arizona, Rango is a diversified mining services platform operating across 13 states and serving critical end markets including aggregates, precious metals and frac sand, among others.
Cudd Is Working Up Pricing Before Even Thinking About Adding More Crews
Key takeaways for a Permian fleet of hydraulic frac horsepower…
How the U.S. Became the World’s Greatest Energy Exporter
The shale boom and wars in Ukraine and Iran have transformed the U.S. into a global energy powerhouse
A smart solution for well completion
A micro-proppant derived from coal combustion byproducts offers an economical tool to enhance the efficiency of oil and gas well completions.
Sand Mine Productive Data
Vital frac supply chain data for buyers and sellers and capital allocators.
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