Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #348 | November 10, 2021

The highlight of this week is all about what the public companies are saying. But don’t miss stories about Uinta railroad, tight EU gas supply from Russia, shrinking wellsite sand storage, and more!

Excerpts from inside:
“We continue to see great success like others with simul-frac”
“sand proppant services division contributed revenue… of $8.4 million for the third quarter of 2021, as compared to $6.0 million for the same quarter last year”
“If we increase output all of a sudden and demand is hit in one area because of a new wave of covid, the price would collapse”

And now, the news…



This Week's News

Screening Earnings For Frac Sand Market Intel

The discussion around sand anticipates tighter conditions and market improvements for suppliers in early 2022.

Forest Service OKs right of way for Utah’s oil railway

The U.S. Forest Service has decided to grant a right-of-way to seven Utah counties that would allow the construction of a controversial railroad to connect the Uinta Basin oil patch with the national rail network.

Russia Keeps Europe Guessing With Tight Gas Supplies

Despite President Vladimir Putin’s pledge of increased natural-gas supplies, Moscow is showing little sign of ramping up deliveries to Europe.

Who’s Drilling The Wells You Frac?

With earnings season mostly done for the land drillers, we update our market share estimates based on our 4Q21 rig count outlook.

IAC Dryer - Cooler

Race Is On to Frack Shale Fields Before Costs Explode in 2022

Explorers are racing to get frack jobs done in the Permian Basin and other U.S. shale-oil fields before higher prices kick in next year, according to research and analysis firm Lium LLC.

Natural-Gas Exports Lift Prices for U.S. Utilities Ahead of Winter

American utilities are facing the highest natural-gas prices in years as they build stockpiles for winter. The reason: Exporters are sending more gas than ever to countries starved for the fuel.

“Permianflation” & Fleet Tracking Part Two

The general theme of onesey-twosey crew additions and 10-15% well cost inflation expectations in 2022 are common threads this earnings season.

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OPEC, Russia Stick to Gradual Oil Production Boost

“If we increase output all of a sudden and demand is hit in one area because of a new wave of covid, the price would collapse,” a Saudi oil official said. “So bringing back more oil to the market rapidly is not on the cards at the moment.”

E&P Capex Guidance Provided Over Past Two Weeks Bodes Well For Frac Activity

Operators made a series of small adjustments to keep spending in this commodity upcycle while still managing to check the box on capital discipline.

Canada: Alberta introduces legislation to streamline, regulate development of minerals

Alberta is introducing legislation the province says will allow it to better compete in the developing global minerals market.

Wellsite Storage – A Supply Base In Decline

Why is supply shrinking? No new construction is conspiring with greater wellsite intensity to burn supply.

Mammoth Energy Services, Inc. Announces Third Quarter 2021 Operational and Financial Results

“Mammoth's natural sand proppant services division contributed revenue (inclusive of inter-segment revenue) of $8.4 million for the third quarter of 2021, as compared to $6.0 million for the same quarter last year and $6.9 million for the second quarter of 2021.”

Canada: STEP Energy Services Ltd. Reports Third Quarter 2021 Results and Announces Executive Leadership Changes

“On a consolidated basis, STEP pumped 496 thousand tonnes of proppant in the third quarter of 2021 compared to 283 thousand tonnes in the third quarter of 2020 and 466 thousand tonnes in Q2 2021.”

Ovintiv Reports Third Quarter 2021 Financial and Operating Results

In the Permian: “Completion efficiency for all 20 net TILs in the quarter averaged over 3,000 feet per day, with 95% of these wells completed using simul-frac. In addition, three of the five pads brought online during the quarter used 100% local, wet sand, generating savings of approximately $100,000 per well.”

ConocoPhillips (COP) Q3 2021 Earnings Call Transcript

“The categories that you can imagine are inflating right now certainly are those that are in need here in the US as we start to recover out of the low point, things like OTCG, labor, sand, pressure pumping, and the likes.”

Pioneer Natural Resources Co (PXD) Q3 2021 Earnings Call Transcript

“We continue to see great success like others with simulfrac. As I said in my prepared comments, we do have two simulfrac fleets, and we're looking at the possibility of adding a third simulfrac fleet at some point in time in the near future, seeing significant efficiency gains, well cost reductions in the neighborhood of $200,000 to $300,000.”

EOG Resources (EOG) Q3 2021 Earnings Call Transcript

“We have taken ownership of the value-added parts of the drilling, completions and production supply chain by applying our operational expertise and proprietary technology to improve efficiency and lower cost. Examples include sand, water, chemicals, drilling fluids, completion design, drilling motors, the marketing of our products and much more.”

Diamondback Energy, inc (FANG) Q3 2021 Earnings Call Transcript

“On the completion side of the business, we've seen a step change in efficiency as we've transitioned the majority of our completion crews to simul-frac operations and are now completing wells in the Midland Basin nearly 70% faster than when we were utilizing the traditional zipper frac design.”

Propetro Holding Corp (PUMP) Q3 2021 Earnings Call Transcript

“We've learned a lot in the last 8 or 10 months of operating in this Simul Frac technique while adding a third Simul Frac.”

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