Nick Cook, Editor
Issue #370 | April 27, 2022
Is ESG showing signs of fizzling? Britain looking to Pennsylvania as an example for how to have a fracking industry that leaves minimal impacts on the environment.
Rail executives are being grilled on the inconsistencies in delivery (which is a big deal as NWS to TX is on the rise). Another article is highlighting the vulnerability of the energy industry to Russian cyberattacks.
Lots of interesting stories to catch up on, so grab your coffee and dive on in.
And now, the news…
NWS is more expensive, but it’s more reliable and if you pay for it, it will definitely be there on time. Right? Right guys? Hmm…
Mine-gate prices have been a source of inflation in well costs this year, but the mine-gate might not be where customers experience the next round of pain.
As prices have soared — and are set to rise even higher in the autumn — Boris Johnson has faced pressure from some of his own MPs to unleash the UK’s fracking potential and help bring household energy bills down.
A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain.
Denver-based Liberty Oilfield Services Inc., one of the largest completions experts in North America, is gearing up for increasing activity as exploration customers expand, according to CEO Chris Wright.
Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals.
U.S. hydraulic fracturing firm Liberty Oilfield Services on Thursday warned that demand for fracking services will outpace availability, adding that it has no plans to build new frac fleets.
What to expect in rig count and DUCs going forward? We discuss.
API president blames gas prices on frac sand shortage.
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