Infill Thinking Lifting the O&G knowledge curve
Is the frac sand greenfield rush of 2017/2018 finally over?
It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply.
In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac sand supply.
We then discuss:
- What Next For The Sand Rush In The Big 4 Markets?
- If No More In The Big 4, Then Where To Next?
- The Capacity In The Chart ≠ Production.
- On A Relative Basis, The Permian Isn’t As Oversupplied As Some May Expect.
- The Concept Of Railing In-Basin Sand Out Is Losing Steam.
There’s a lot more to this story…
Login to see the full update…
To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected]. (Current members login here.)
Members get:
- Exclusive research update newsletters
- High-caliber, data-driven analysis and boots-on-the-ground commentary
- New angles on stories you’ll only find here
- No advertisements, no noise, no clutter
- Quality coverage, not quantity that wastes your time
- Downloadable data for analysts
Contact us to learn about signing up! [email protected]
