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Rystad Energy Recruits Proppant Experts

Those who have attended The Petroleum Connection’s frac sand focused events over the past few years know that we like to start off our events with a general overview of North American onshore, followed by a more in depth look at the proppant industry itself. IHS Markit...


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)– ...


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)– ...


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...


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...


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...