Nick Cook, Editor
Issue #570 | June 18, 2026
Last week, Pete Cook (founder of the Petroleum Connection) got a chance to take a tour of the Timpte facility in Nebraska.
As the dust settles in what looks like the end of the Iran War, we watch as another “normal” period sets in. WTI is currently in the mid/low-70s, but there’s open question marks as oil execs are sounding the alarm over dwindling stockpiles.
Lots of great additions to the Frac Sand Asset Marketplace.
And now, the news…
Our very own Pete Cook made a trip to David City, NE last week and received a wonderful tour of Timpte’s headquarters and their primary manufacturing facility.
Field check intel on a key completions market…
Especially interested in hearing from frac sand mining folks about your experience with some software being better/worse.
Several quick hits of note if you work in the L48 oilfield…
This is a great place to find equipment you need to maintain or grow your operation, without spending top dollar for brand new items.
Cartel says oil is set to retain the largest share of the global energy mix through midcentury
The Permian frac supply chain is buzzing about a potential sand processing development…
Price dropped to $18K per unit (first come, first serve). Seller financing available. Discounts available for bundles of trailers or the entire portfolio.
They've passed one more milestone to get this project online. They expect the ministers to issue their decision within the next 30 days.
I thought the Permian frac sand demand trend was the most interesting note.
How quickly the Strait reopening can arrest a steep decline in oil stockpiles will determine the trajectory of energy prices in the coming weeks.
Infill Thinking's market survey is wrapped up, and here's what folks are thinking.
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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
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