Frac Sand Weekly News Digest
Nick Cook, Editor
Issue #583 | October 7, 2026
Good evening, and welcome to this week’s Frac Sand Digest. It’s a lighter week of news, but some interesting stories:
- Acquisition in the Haynesville (read)
- Smart Sand riding the increase in proppant demand (read)
- A look at how public vs private E&P appetites have shifted this year based on oil prices
- And much more…
And now, the news…
This Week's News
Centalion Acquires Haynesville Natural Gas Assets From Silver Hill
Enterprise value is around $2B.
The New $90 Oil Paradigm – Private E&Ps Grow, Public E&Ps Slow
Digging into the details of how the market is shifting and what types of private companies are growing.
Smart Sand: Increasing Proppant Demand is a Strong Tailwind
If you missed John Young's comments a few weeks ago at the Frac Sand Conference, you can read more here.
Latest D&C Trends Show Frac Sand Demand Hovering At All Time Highs
It's good news for frac sand miners!
Ready for driverless trucks? I took a ride in Kodiak’s autonomous semi
Interesting first-hand press account about riding in the vehicles Atlas is using.
Smart Sand Sees LNG, Data Centers Fueling Frac Sand Growth
More gas demand leads to more wells which leads to more sand demand. Just math.
A Look At Microsoft’s Pecos Data Center Build
Really interesting analysis from the Infill Thinking team for those involved in the data center construction space.
The Top 25 Oilfield Research Reports & Themes Of 3Q26
If you're a subscriber to Infill Thinking, you can read more about what's most relevant over the past 3 months.
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