Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #576 | August 5, 2026
Q2 Earnings Calls keep things interesting this week. Fracking news out of Mexico, Canada, Argentina (in addition to the USofA)
Shout out to our newest Sponsors for the 15th Frac Sand Conference (Sept 22-23, San Antonio):
- Sierra Frac Sand (Gold)
- Derrick (Silver)
- 52 Fabrication (Silver)
- Marabou (Bronze)
The outdoor expo is SOLD OUT, but we still have space indoors, and registrations are still open. Our draft agenda will be dropping early next week, so stay tuned…
And now, the news…
This Week's News
5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call
Sand market takeaways from the latest Atlas earnings report…
Diamondback Energy Lifts Production Guidance, Reports Surging Profit on High Oil Prices
The company benefited from the run-up in oil prices following the start of the war in Iran
Atlas Expands Kodiak Driverless Truck Fleet in Permian Basin
Atlas Energy Solutions is expanding autonomous frac sand hauling in the Permian Basin with a second load-out location and plans for 100 driverless trucks by mid-2027.
NexTier Is Riding The Wave With Shale OFS In Upcycle Mode
This week, Patterson-UTI (NexTier Completion’s parent co.) reported 2Q26 results and updated their D&C market outlook commentary.
LinkedIn Post: Paul Petten
New player coming online in the Canadian OFS space as Wayfinder's previous president announces his project.
Mexico's Sheinbaum Weighs Pilot Fracking Projects to Boost Gas Production, Sources Say
Mexico already produces a small amount of crude oil and gas through fracking, but the government and state company Pemex are evaluating a much broader rollout as the country seeks to reduce its reliance on U.S. gas imports.
Atlas Energy Solutions Posts Better-Than-Expected Sales In Q2 CY2026 But Stock Drops
Stock market still watches where they see Atlas' future heading.
One Step Forward, One Step Back For This Pressure Pumper’s Sales
Key takeaways for a Permian fleet of hydraulic frac horsepower…
Argentina’s Oil Production Soars as Vaca Muerta Breaks New Records
Ministry of Economy data shows May 2026 oil production hit an all-time high of 887,227 barrels per day. This represents a 0.6% increase month over month and is an impressive 19% greater than the same period a year earlier.
ProPetro Frac Outlook Summary: Fleet Reactivation, RFP Season, Pricing & Sand Strategy Updates
Here’s the latest frac outlook thoughts from a Permian pumping leader…
Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…
A bunch of quick notes from Infill Thinking's research team.
Black Dragon Announces LOI Signing for Puchasing of Sand Plant
Black Dragon has purchased a 350 ton frac sand plant.
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