Frac Sand Weekly News Digest

A reflective, introspective tone permeates many of this week’s stories. In particular, the first three stories are really interesting.   Great data, great history, great perspective (not to mention a few hot-off-the-press items).   And now, the news…

In this week’s digest, we are looking at broader market conditions particularly how it relates to pressure pumpers, E&P capex vs. cost of business, and how global oil demand is affecting production.   All in all, a fairly light week of news – let’s dig in!   And now, the

Earnings calls news give us great info for this week’s industry outlook. Top 3 Highlights: ProPetro talks about their Aqua Prop transaction (read). Atlas Energy gives project updates, promotion, and pricing thoughts (read, read more, and watch). Some local sand comes to a brand new state (read). Grab that coffee

The top 18 news stories related to the frac sand industry from over the past week. Honest looks at OFS pricing, breaking headlines from multiple Canadian supply-chain projects, and a whole lot more.   And now, the news…

Two major innovations in frac sand supply-chain: Autonomous trucking will be officially hitting the WTX market. A major logistics player is looking to embrace one of the latest hot topics in acquiring a new form of wet sand storage at the wellsite.   Do you have a tech innovation that

Highlights: understanding the impacts of frac sand pricing in WTX, Canada’s tricky energy politics, and looking at the different consolidation strategies of serious E&Ps.   Read these stories and more as we’ve got you updated on the latest in the frac sand industry.   And now, the news…

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