Issue #283
Plenty of interesting information in this week’s newsletter. Deals are still being done and companies are positioning themselves to be ready when things open up again. Enjoy the newsletter and have a great rest of the week!
Nick Cook, Editor
Plenty of interesting information in this week’s newsletter. Deals are still being done and companies are positioning themselves to be ready when things open up again. Enjoy the newsletter and have a great rest of the week!
Lots of interesting information in today’s newsletter! Please note the change in the dates of the 9th Annual Frac Sand Supply & Logistics Conference! We’ll be holding the event November 16-18, 2020 at the Hyatt Regency Hill Country Resort (a new site for us!). We have several new features at
The dominoes have started in North American onshore. More bankruptcies and consolidation have been announced in recent days, including some drama in frac sand bankruptcy cases. At the same time, we’re optimistic that these necessary transactions will lead to a smaller, healthier industry. Thank you to everyone who took
HCR’s bankruptcy dominates the newsletter this week. Normally we try to avoid including several articles covering the same topic, but in this case we thought the various articles each provided decent insights and angles on the same issue, so we included several. If you have not already done so, we
Apparently even shale industry news goes boom & bust. After having so many major articles in last week’s newsletter, this week there are only a handful of articles. Fortunately, we had several newsworthy blog posts over the past week, so we’re able to include those.
Don’t just skim the newsletter this week. It is a must read. Every article is worth your time. I apologize that most of these are on websites with paid subscriptions, but it would be remiss of me not to include these articles. Major news on bankruptcies, a big report on
This week’s newsletter has a limited number of articles, but they are all pretty interesting. Some very positive announcements, as well as some tougher news as the industry works through this downturn and turns its attention to long-term success. We’ve been hearing some rumors of additional projects (mine upgrades, modifications,
Aside from the big frac sand bankruptcy, it was a pretty quiet news week for frac sand. That said, the industry is clearly looking toward the future, based on the number of people who registered for the 9th Annual Frac Sand Supply & Logistics Conference in the past week. More
We had quite a mixed bag of news this week. On Wall Street, oilfield shares have had a remarkable few days. At the same time, some of those same companies are talking bankruptcy. On the frac sand side, we have several articles related to lawsuits related to equipment. The timing
This week there are a handful of articles, primarily looking back at the impact of the coronavirus and the drop in oil demand. That said, we have indications that the frac sand world is looking ahead. In additional to inquiries about buying & selling equipment, we had several companies sign
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- 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