</p><p >First, Noah Brenner tells us why sand companies are poised to ride the first mini-wave of oil and gas activity since the bust, and what it says about operator activity <strong>(1:15)</strong>.</p><p >Then Iain Esau updates on projects and developments off Newfoundland & Labrador ahead of a hotly anticipated licensing round later this year <strong>(11:30)</strong>.</p><p >Shell had to re-spud a deep-water wildcat in the Gulf of Mexico after a failed first effort <strong>(21:50)</strong>, and more this week on The Bit.</p><p