Frac Sand Weekly News Digest

As the tense “ceasefire” becomes a thing, we are waiting to see how E&Ps respond. Will we see validation of the “wait it out” strategy? Will we see an increased production regardless at WTI is still $95+ as of publishing?   Regardless, the medium-term outlook for certain basins of proppant

This week, there’s been more and more talk about oil pricing and when the heck US E&Ps are going to start increasing production. If you were at last week’s Frac Sand Update, you know exactly why we’re not seeing the same reactivity to high prices that we saw in 2022.

Thank you to everyone who joined us yesterday for the 11th Frac Sand Update! It was another full room and lots of great conversations with industry friends. A key theme was the Middle Eastern war (of course) with mixed reactions and perspectives, balancing the advantage of potential increased activity versus

We’re busy ramping everything up for next Tuesday’s gathering in Houston (if you’re not registered, you still can). Our contacts are all getting excited, and we are pleased with the representation from all throughout the biggest segments of the frac sand supply & demand chain.   This week: Lots of

Just TWO weeks out from the Frac Sand Update. Now more than ever is the time to sit down and have an in-person conversation about what changes are actually happening in the oilfield, frac sand, and the whole proppant supply chain. We’re expecting around 125+ serious industry folks to be

Top headlines this evening: So there’s a war if you haven’t heard (read and read) Northern proppant companies Smart Sand and Source Energy are both report strong outcomes (read and read) Dry sand piles? (read) And a lot more…   3 weeks out, and registrations are picking up quickly for

Top headlines this afternoon: A few articles about MidCon supply/demand (here and here) A positive outlook on the price of oil? (I’d like to read that) Atlas Energy posted a good rebound for Q4 from their Q3 (read) Wallstreet Sand Co. invested serious cash in their operations last quarter (read)

Top headlines this morning: Lots of articles about autonomous driving (read) Ovintiv sells their Anadarko assets for $3 billion (read) Nat gas basins are telling a different story than oil heavy basins (read) And a lot more…   Many speakers and topics are now live for the Frac Sand Update,

Top headlines this morning: Details on the 2 million TPY frac sand mine coming to the DJ (read) As US shale has matured, eager wildcatters use their passports (read) OFS company files for bankruptcy (read) And a lot more…   We’re a month and a half away from the Frac

One of the biggest stories of last week is of course the mega-merger between Devon and Coterra. $21.5 billion all-stock deal to create one of the most dominant players in the Permian basin.   Inside this week’s digest, we’ve got details on the deal, a number of interesting shale data