Tudor Pickering Holt’s “Energy Thoughts” on October 17 related to U.S. Silica

  • Tuesday, October 17, 2017

We recently caught up with the company to discuss evolving market dynamics and continue to believe this geographically diversified sand producer sits well undervalued.  read more

NISA Features The Petroleum Connection’s Frac Sand Weekly News Digest on their “News” page of the new website

  • Tuesday, October 17, 2017

The National Industrial Sand Association recently launched a new and improved website. On the “News” page of the site, they recommend their readers to go to the Frac Sand Weekly Digest.  read more

The Petroleum Connection Sponsoring the America First Energy Conference

  • Saturday, October 14, 2017

The Petroleum Connection is pleased to announce we are sponsors at the America First Energy Conference, being held on November 11, 2017 at the JW Marriott Galleria in Houston, Texas.  read more

Notes from Tudor Pickering Holts’ “Energy Thoughts” from Monday, September 18, 2017

  • Tuesday, September 19, 2017

Frac sand volumes still on the rise – in the world of proppants, logistics matter a great deal…an (updated) view from the rails (OIH $25) – We highlighted last quarter Class I rail data showing frac sand volumes moving higher at a rapid pace. Q2 data shows more of the same as frac sand volumes rose +19% q/q and have now surpassed peak 2014 levels (Q2’17 volumes ~7% higher than Q4’14).  read more

Frac Sand: Raw Material or Fungible Commodity?

  • Tuesday, September 05, 2017

Since its first pilot launch in world market sugar, the PanXchange team has researched many different commodity markets, seeking to apply its aggregated market solution to those with the most inefficiencies, fragmentation and opacity. Staffed by a team of seasoned commodity traders, they understand the complexities of the sand market. There are varying qualities, multiple production and wellhead locations and insane logistical challenges. These challenges are not unique to sand.  read more

Update Regarding Hurricane Impact on the Upcoming Frac Sand Events

  • Tuesday, August 29, 2017

We just wanted to assure everyone that Hurricane Harvey, as devastating as it has been on the Houston area, has not impacted the 6th Annual Frac Sand Supply & Logistics Conference. In speaking with hotel personnel yesterday, they said that the Marriott Marquis has been minimally impacted. They expect to be fully staffed and fully operating again by the end of this week. Again, there is no reason to think the hurricane will have any impact on the 6th Annual Frac Sand Supply & Logistics Conference.  read more

Helping Our Friends in Houston

  • Tuesday, August 29, 2017

Our thoughts and prayers have been with our family, friends, colleagues, and others in Houston over the past week as they have suffered through the devastation of Hurricane Harvey and the subsequent flooding. We wanted to share with you some of the charities who are collecting donations to help victims of the flood:  read more

Interesting Comments Regarding Frac Sand in Tudor Pickering Holt’s “Energy Thoughts” email of August 17, 2017

  • Tuesday, August 22, 2017

On the heels of recent visits to two sand mines (one N. White and one in Texas) and discussions with other players, we’re increasingly convinced project delays and cancellations will occur as we progress into 2018; our estimate that 30-40mmtpa of in-basin sand could come online over the next ~18 months will likely prove lofty.  read more

Frac Sand Storage Solutions Ready Sooner: A Case Study

  • Tuesday, August 22, 2017

Speed is critical in a fast-moving industry like frac sand storage. When your customers need silicate, there’s no time to waste. Fracking can’t move forward without sand.  read more

Permian Basin Sand Capacity Announcements Continue, and Upcoming Frac Sand Conference has Major Permian Basin Sand Focus

  • Tuesday, August 01, 2017

Sand mine announcements continue unabated in the Permian Basin of Texas. I was out of town visiting UW-Eau Claire geology interns at sand mines around the State of Wisconsin, so I had to catch up on Permian sand mine announcements when I arrived at home.... Recently Badger Mining Corp. and Fairmount Santrol announced mines to be developed in the Permian Basin region. This is in addition to at least twelve other mines announced previously.  read more