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…
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.
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.
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?
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?
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
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.
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.
PropX’s Kevin Fisher talks frac sand logistics.
In this update, Infill Thinking takes a data driven look at “E&P Conversation Heat Indices” for some of these recent hot button topics.
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.
Company will not only produce the silica sand, but also manufacture the glass itself.
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.
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.
Firm headed by former President of Wisconsin Proppants is looking for something on former State Rep. Wilma Sherrill’s property.
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