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…
Sand market takeaways from the latest Atlas earnings report…
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.
An update after a round of channel checks in the Eagle Ford…
"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.
Shale companies are cautiously dialing up output and hinting at a prolonged period of high oil prices
Here’s what you need to know about ProFrac’s approach to the market and latest outlook…
Proppant operational downtime affected the company's bottom line, but still managed to generate $7 million to adjusted EBITDA.
News from one of the country's biggest frac programs and parent company of Freedom Proppant
Following the latest capex budget trends, here's some OFS addressable market trends.
Premier Tim Houston has been pushing onshore resource development as a way to bolster province’s slumping finances
Could EGS provide a new potential avenue for frac sand?
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.
Key takeaways for a Permian fleet of hydraulic frac horsepower…
The shale boom and wars in Ukraine and Iran have transformed the U.S. into a global energy powerhouse
A micro-proppant derived from coal combustion byproducts offers an economical tool to enhance the efficiency of oil and gas well completions.
Vital frac supply chain data for buyers and sellers and capital allocators.
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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