Frac Sand Weekly News Digest

Nick Cook, Editor

Issue #352 | December 15, 2021

Are you ready for 2022?  Things are shaping up for 2022 to be a strong year for the frac sand industry.  Check out the articles today and spend some time thinking about how to position your company to benefit from what is coming.  Join us at The Petroleum Club of Houston on February 18 for the 7th Annual Frac Sand Industry Update.

 

And now, the news…

 

 

This Week's News

Think Permian Frac Sand Is Getting Tougher To Find Now? Just Wait Until Next Year!

Permian frac sand supply/demand balance has already tightened and pricing is already moving higher. Infill Thinking also outlined some of the reasons why sand will be challenging to find in the Permian in early-2022 in this report.

U.S. expects Permian output to rise to record in December

Crude production in the Permian Basin is expected to surpass a pre-pandemic high this month as a rebound in the U.S. shale industry fuels activity in its most prolific patch.

E&P Operators Expect Higher Net Pricing On Sand And Pumping In 2022 - Charts Of The Day

In the 2022 Outlook survey results shared in earlier reports, there was strong consensus on modest net pricing gains for pumping and sand in our full sample survey results. But the survey contained lots of vendors, so what do the customer’s think?

Are You Ready for 2022?

Have you not noticed the news reports and articles recently, talking about the record output for the Permian, the shortage of frac sand, and the real problem this is going to be in 2022?

Democrats among lawmakers asking Biden not to ban oil exports

The Biden administration shouldn’t ban the export of crude oil, a bipartisan group of House lawmakers said in a letter to Biden.

Inflationary Pressures Will Offset Improved Fracking Activity for Liberty Oilfield Services

Inflationary Pressures Will Offset Improved Fracking Activity for Liberty Oilfield Services

Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 - Chart Of The Day

WTI is back above $70 as of this writing. But the rapid correction from $80+ to the mid-$60s around Thanksgiving was a good reminder of omnipresent downside risk to oilfield business cycles.

Has The EIA Massively Overestimated The Potential Of U.S. Shale?

A new report from Earth Scientist David Hughes seriously undermines rosy long-term forecasts made by the U.S. Energy Information Administration (EIA) for U.S. oil and natural gas from shale deposits.

Webinar: Frac Sand Logistics: The Last Mile is ALL Wet

PropX’s Kevin Fisher talks frac sand logistics.

Gauging E&P Urgency Headed Into 2022 Around 22 Key Shale Themes

In this update, Infill Thinking takes a data driven look at “E&P Conversation Heat Indices” for some of these recent hot button topics.

Advertiser Space Available

Covia promotes Andrew Eich to CEO

Mr. Eich has served as President of Covia since May 31, 2021, and previously served as Executive Vice President and Chief Financial Officer from June 1, 2018.

Former Frac Sand Company Canadian Premium Sand Announces Site for Its New Solar Panel Manufacturing Facility

Company will not only produce the silica sand, but also manufacture the glass itself.

So Much For Seasonality Says The US Rig Count

If the current US onshore rig count trend continues, then 4Q21 drilling activity is on pace to be up about 13% q/q. This would make it the 3rd best 4Q on a percentage change basis in the past 7 years.

Will E&P Operators Pay ESG Premiums In OFS? We Asked, And Here’s What They Said… - Chart Of The Day

The majority of the broader oilfield market thinks that E&Ps will pay for ESG, but most believe that the ESG solution must also lower the customers cost to get a premium.

Unexplained drilling on land owned by former lawmaker alarms neighbors in Yadkin County

Firm headed by former President of Wisconsin Proppants is looking for something on former State Rep. Wilma Sherrill’s property.

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