Frac Sand Weekly News Digest

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

Atlas unveils a lot in their earnings call, mines change ownership in multiple basins, XOM x PDX finally closes, and more! Lots to read about, so pour the coffee and dig in. And now, the news…