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Nick Cook, Editor
Issue #482 | August 21, 2024
A reflective, introspective tone permeates many of this week’s stories. In particular, the first three stories are really interesting.
Great data, great history, great perspective (not to mention a few hot-off-the-press items).
And now, the news…
Hosting the largest frac sand events, it's fascinating to look at Lium's data behind "the waves".
Proppant demand in North American shale plays has increased by 400%, with a 10% CAGR since 2010 alone, going from around 35 million tons in 2010 to an estimated 120 million tons in 2024.
Ask different folks in the oilfield when the shale revolution began and you’ll get a variety of answers.
Oversupply of the power-plant fuel persists despite some of the hottest weather on record.
The transitional wave hits a major milestone.
Major NWS player, Smart Sand, expands its footprint in the Utica.
Seven interesting datapoints from throughout the supply-chain that give color to the current market conditions.
A hot take on the recent history of nat gas production.
As shale turns 20 years old, we are examining and commemorating a variety of historical trends to illuminate big structural changes in shale’s history (including some ongoing themes that continue reshaping the industry).
Interesting data to compare the basins with less attention from the national press.
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