Frac Sand Weekly News Digest

Sand continues to be a focus on earnings calls throughout the industry. The publics are committed to a restrained growth and funneling capital back to investors.   Are we seeing a more stable industry from here on out? If so, it is going to become even more necessary to build

Mobile sand mine announced by a major E&P, updates on the NWS rail situation, and analysis off the most recent earnings reports.   It’s another busy week in frac sand with some great insights to read.   And now, the news…

Is ESG showing signs of fizzling? Britain looking to Pennsylvania as an example for how to have a fracking industry that leaves minimal impacts on the environment.   Rail executives are being grilled on the inconsistencies in delivery (which is a big deal as NWS to TX is on the

Atlas Sand has hired Goldman Sachs to research the feasibility of an IPO. This would be the only frac sand supplier to go public since Smart Sand’s in 2016. While they are still researching the option, it’s clear signal that the market is solid and that the sun is shining

Some great updates from the Eagle Ford supply and frac sand producer’s attitudes in the Permian. In NWS/Canadian news, Source Energy Services buys out Canadian Silica Industries’ Peace River frac sand facility.   Joseph Triepke’s big, bold prediction on the return of the frac sand peak: our frac sand conference

As permitting skyrockets and rig counts grow to the highest level in two years, the question is all about securing stable sand supply to make sure those wells stay online. Sand supply remains a big problem in the Eagle Ford and even beginning to be an issue in the Haynesville

As the Western world demands more oil and gas, oil and gas operators demand more sand. And as operators demand more sand… frac sand companies say we’re doing our best but it isn’t that easy. Wall Street Journal is reporting that investor interest is turning a corner towards more investment

Private E&Ps getting some great coverage this week as their nimbleness has allowed them to quickly respond and adapt to this market. Especially without being restrained by pressures of major stockholders, they’ve been able to do what makes sense.   Other news discussing how sand problems in west Texas are

As always, your Frac Sand Digest has the biggest stories over the past week.   And now, the news…

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