Nick Cook, Editor
Highlights: understanding the impacts of frac sand pricing in WTX, Canada’s tricky energy politics, and looking at the different consolidation strategies of serious E&Ps. Read these stories and more as we’ve got you updated on the latest in the frac sand industry. And now, the news…
An even bigger than last week’s non-Permian E&P M&A to kick off this week’s newsletter! We’re kicking ourselves for not casually starting an E&P a few years ago because there’s billions to go around for quality acreage this year as E&P M&A bonanza continues. In last week’s Question of
Top highlights for your Wednesday morning: Truckers stage protest in the Permian (read more here and here). Covia finalizes split with its proppants falling under Covia Energy (link). Another big E&P deal NOT in Texas with vertically integrated frac sand playing a role (the story). In last week’s Question
Top highlights for your Wednesday morning: Details on a proposed NWS frac sand mine. Article highlighting the evolution in OFS outlook sentiments over the past six months. Industry survey highlights the state of the industry. Vitreo Minerals is making more mainstream news related to their proximity mine in BC.
Matador is the latest to scoop up high-value acreage in the Delaware as we come to the tail end of 1H24. It will be important and interesting to see how these trends continue through the end of the year. Lots of great things to discuss in November… Read these
Sand haulers start to exit as the result of sustained low industry rates, a NEW frac sand NWS mine proposed, and stable/positive oil outlooks going forward. Read these stories and more as we’ve got you updated on the latest in the frac sand industry! And now, the news…
2 big acquisitions this week affecting the frac sand world (particularly in the Permian). ProPetro expands their services by acquiring relative new-kid-on-the-block and wet sand logistics company, Aqua Prop. Also, ConocoPhilips will buy out Marathon Oil in what is the latest mega-deal in the E&P space. Read about the details
Quick read through on the news this week (lighter on account of the Memorial Day Weekend). Great piece on whether the DSL listing will destroy frac sand mines in WTX and how the downstream of US O&G is supported by a major Texas port. And now, the news…
Major development as the Dune Sagebrush Lizard is officially listed by the USFWS as endangered; this endangers the flexibility of frac sand mining operations within the Permian. In other news, Crescent acquires SilverBow to make Eagle Ford’s second-largest operator, Covia purchases a sand operation in northeast Ohio, and early year
Positive earnings results from ProFrac, Smart Sand, and Source Energy as we catch up on the latest in the frac sand world. If you haven’t seen, sponsorship and attendee registrations are now live for our Canadian Frac Sand Summit and the big annual Frac Sand Supply & Logistics Conference. Pour
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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
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- 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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