Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #363

The crisis in the Ukraine continues to highlight the need for U.S. shale to increase production (even Elon Musk called for an immediate increase in U.S. shale production!).  Unfortunately, constraints about which we were already aware (sand, trucking, labor) still present massive challenges.  Over the years, U.S. shale producers have

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Issue #362

Frac sand Ponzi scheme, new mines, many investor calls discussing sand, and oh-by-the-way oil prices soar past $100 with the Russian aggression.   Our thoughts and support go out to the folks in Ukraine. Domestically, an already insane demand only looks to soar as the Ukrainian war unfolds. Between that

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Issue #361

Big thank you to all of speakers and sponsors who made last Friday such a success! Insightful discussions and fruitful networking.   We are seeing a BIG uptick in news sources discussing the challenges of sourcing sand, especially in Texas. For those of us in the industry, this has been

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Issue #360

Friday can’t come soon enough, right?   That’s because this Friday is the frac sand industry update in Houston! It’s the industry’s biggest event of the Spring, and a particularly important one riding the waves of high prices for frac sand. We still have available guest passes, so make sure

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Issue #359

Good morning!   EIA increases their 2022 oil growth output by 20% as the big E&Ps increase their forecasts for expected growth (but of course how big will that growth be?)   Next Friday is the 7th Annual Frac Sand Industry Update! This is the biggest frac sand event of

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Issue #358

Wall Street is predicting this summer we’ll see $100+ oil. Sand shortage continues to be a pain point for many operators in the Permian (potentially compounding with weather this week). Russia’s potential invasion of Ukraine has potential to play a major impact on US oil and gas. Gas exports from

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Issue #357

So much news this week that you may have to go over and pour yourself that second mug of coffee halfway through. Everyone is saying that same thing: oil production and spending is going to continue to climb this year.   Halliburton kicking off this quarter’s earnings calls is causing

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Issue #356

We are excited. The Frac Sand Update agenda is released, and frac sand is in demand.   See the first look at next month’s 7th Annual Frac Sand Industry Update agenda. Some heavy hitters including hearing from operators and E&Ps, our new sand mines panel, and an interview with Liberty

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Issue #355

Strong articles this week. Some great insights on how Wisconsin sand forecasts are looking. Still only reporting optimistic outlooks across the industry. Announcement too combining two of the industry’s biggest movements: simul-fracs and ESG. Really remarkable research coming out of Texas A&M (shoutout to my alma mater) where they are

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Issue #354

Busy and exciting. That’s how we’re rolling into this new year.   Oil prices are rebounding. Rig count keeps the throttle on. E&Ps are boosting production. And many folks need more sand (and the truckers to haul it). NexTier stock is booming. LNG exports are flowing to Europe. Lots to

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