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Dec
13

Comments From Tudor Pickering Holt's Energy Thoughts Newsletter Of December 13, 2018

Fairmount Santrol / Unimin merger yields beefy FMSA upside (part 1) – transaction creates at least ~30-50% upside to FMSA stock (sans $170mm cash payment consideration) in our view…70%+ upside when viewed through a more bullish lens (FMSA - $5.11 – B, Unimin – Private – NR)– ...

Oct
17

Tudor Pickering Holt's Energy Thoughts On October 17 Related To U.S. Silica

SLCA update part 1 – we recently caught up with the company to discuss evolving market dynamics and continue to believe this geographically diversified sand producer sits well undervalued ($27.81 – B)– ...

Oct
17

NISA Features The Petroleum Connection's Frac Sand Weekly News Digest On Their “News” Page Of The New Website

The National Industrial Sand Association recently launched anew and improved website. On the “News” page of the site, they recommend their readers to go to the Frac Sand Weekly Digest. The Petroleum Connection appreciates the recognition by NISA of the quality of our newsletter...

Oct
14

The Petroleum Connection Sponsoring The America First Energy Conference

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. The event, hosted by The Heartland Institute, aims to bring together energy policy experts and industry leaders...

Sep
19

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

Fracsand 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...

Sep
05

Frac Sand: Raw Material Or Fungible Commodity?

by Julie Lerner, PanXchange, Inc. 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...