Issue #455
Quick topline: HAL’s Q1 outlook, wet sand innovations, talk about M&A in the frac sand space, and more! Don’t miss out on the latest news in the frac sand space on your Wednesday evening. And now, the news…
Nick Cook, Editor
Quick topline: HAL’s Q1 outlook, wet sand innovations, talk about M&A in the frac sand space, and more! Don’t miss out on the latest news in the frac sand space on your Wednesday evening. And now, the news…
Natural gas takes the frac highlights, major sand supplier separates out their frac sand business unit, frac sand last mile solutions company adds more solutions, and discussing the fallout from the recent major cold front in the US. We’re starting to work on the agenda for our Frac Sand
This week in the frac sand world, we highlight a last mile player making a big splash, a frac sand mine is acquired, MORE E&P consolidation, and so many other stories. And now, the news…
As folks are ramping up their 2024 operations, we catch up with the latest news affecting the frac sand industry. This week, most stories highlight the importance of US shale with an interesting data point that could be a hint at a pressure pumper separating out its sand business.
This week’s digest is dedicated to the macro forces at play driving oil and gas prices. In particular, we are watching both the short term effects of the war in Israel as well as the long-term effects of the investment and governmental attitude towards fracking in Australia. We’ll be
Another big E&P merger, frac sand industry survey outlooks, and bad news for non-US fracking. Catch up on the latest as we wind down Q4 and look ahead into 2024. And now, the news…
M&A in the E&P landscape makes more headlines from both rumors and the FTC investigating one of the major mergers announced earlier this year. In addition, there’s updates on sand capacity expansions in multiple basins, railcar leasing outlook, political fighting over fracking, and more. And now, the news…
Our first newsletter post-conference! We heard from many of our attendees that this years’ frac sand conference was the “best one yet” with over 400 attendees. We appreciate the gracious words, and we look forward to continuing to gather frac sand’s industry leaders in 2024. In terms of recent news,
If you want to know what’s happening in the frac sand industry, here’s what you need to do: Read this week’s digest with industry outlooks from public sand operators and other key news Be at the Frac Sand Supply & Logistics Conference next week to listen to private companies share
Wet sand takes a big focus in this week’s newsletter and at the conference! Great insights into the level of Permian adoption in particular. Also, another major focus is on earnings reports (included this week are E&Ps, railroad, and sand miner). The conference agenda is nearly finished, and we’ve
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- separate golfer registration required
Evening open for client dinners and networking
- Indoor Exhibit Hall
• Nick Cook, VP, Petroleum Connection
• Ryan Hassler, Vice President, Rystad Energy
• Joseph Triepke, Founder, Infill Thinking (chair)
• Greg Lanham, President, TSS
• Michael Stock, CFO, Liberty Energy
• Aaron Scott, COO, Vista Minerals
- Indoor Exhibit Hall
• Kevin Fisher, CEO, PropX
• Joy Lanham, CEO, KLM Logistics (chair)
• Clint Long, Owner, Enterprise Express Services
• Chad Williamson, COO, Norco Transport
• Brent Foster, Last Mile Logistics Manager, Liberty Energy
time to visit exhibit hall & outdoor expo
• Bob Carter, SVP, IAC (chair)
• Alex Aldach, Continuous Improvement Manager, Freedom Proppant
• Chris Ellis, CEO, Assured Integration
• Walter Dale, Principal, Grayline Solutions
• Anthony Ropkin, IT Data Analytics Manager, Liberty Energy
• Alex Meleshko, Senior Associate Analyst, LIUM Research (chair)
• Brandon Foster, CEO, Wallstreet Sand Co.
- Outdoor Equipment Expo
• Karl Klanke, Founder, Marabou Midstream (M)
• Scott Johns, CCO, Sapphire Natural Gas
• Ron Heap, President, Tarmac International
• Tom Zhang, Head Engineer, Optimus Solutions
• Pat McKinnon, Director - Credit & New Markets, Marabou Midstream
• Sam Reynolds, President, USIX (chair)
• Candace Rowell, Senior Category Manager, Expand Energy
• John Young, COO, Smart Sand
• Joe Cessar, EVP, Badger Mining Corp
• Dave Frattaroli, President, Industrial Minerals of CT
- remainder of the evening open for client dinners & networking
- Indoor Exhibit Area
• Nick Cook, VP, Petroleum Connection
• Charlie Crisp, President, Crisp Supply Chain Solutions
• Nick Cook, VP, Petroleum Connection (chair)
• Reese Kerr, CEO, Enchanted Wet Sand
• Matt Oehler, Director of Business Development, PropX (chair)
• Josh Riso, Director - Supply Chain, Liberty Energy
• Jacob Pruitt, Plant Manager, Expand Energy
• Ryan McMaster, CCO, Delta Sands
• Joe O'Rourke, Business Development, Cyber Square
• Eddie Oliva, Director of Client Success, MSHA Safety Services
• Kyle Carrick, Co-Founder, SWS Sand
- 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