Interesting Comments Regarding Frac Sand In Tudor Pickering Holt’s “Energy Thoughts” Email Of August 17, 2017

“Headwinds are real for potential in-basin Permian sand miners –~50-60mmtpa sits in the Permian sand mine permitting queue; however, not all will get built on time and some won’t get built at all in our view – (OIH $22) – On the heels of recent visits to two sand mines (one N. White and one in Texas) and discussions with other players, we’re increasingly convinced project delays and cancellations will occur as we progress into 2018; our estimate that 30-40mmtpa of in-basin sand could come online over the next ~18 months will likely prove lofty.  Air permits (PBR, NSR), water table issues, labor constraints, sand quality, E&C delays, customer preferences, and logistics are some of the more prominent hurdles but both access to capital and speculators applying for permit (but really just hoping to be acquired) should also be factored in to folks’ thinking.  While we’re far from environmental / wildlife experts and we don’t plan to directly weigh in on the potential issue, the Sagebrush lizard is also a potential roadblock that continues to rear its ugly head and this week the Texas Comptroller weighed in…he seems pretty fired up (link). We continue to believe elevated trucking rates may actually push Permian customers (E&Ps and OFS companies) to shift to low-cost Northern White and Permian in-basin sands and away from other regional supplies.”

Editors note:  Hear from Tudor Pickering Holts’ George O’Leary at the 6th Annual Frac Sand Supply & Logistics Conference in Houston on September 29!


  • Frac Sand Equipment Expo Begins 9:00 am
  • Exhibitor Setup for Frac Sand Conference 1:00 pm
  • Frac Sand Equipment Expo Ends 4:00 pm
  • Speaker/Sponsor Reception at Frac Sand Equipment Expo 4:00 pm



  • Networking Breakfast in Exhibit Hall 8:00 am
  • General Sessions with Breaks in the Exhibit Hall 8:30 am
  • Conference Closes 12:00 pm
  • Exhibit Hall Beak Down & Move-Out 12:00 pm
  • Conference Golf Outing 1:00 pm


  • Frac Sand Equipment Expo 20'x40' Space $3,500
  • VIP Dinner on November 19th $7,500
  • Coffee Mugs SOLD
  • Notebook SOLD
  • Speaker/Sponsor Reception on November 18th SOLD
  • Conference Mobile App $3,000
  • Day 1 Kick-Off SOLD
  • Day 2 Kick-Off $3,000
  • Lanyard SOLD
  • Networking Lunch on November 19th SOLD
  • Networking Reception Glasses SOLD
  • Day 1 Morning Break (Video ad) $2,500
  • Day 1 Afternoon Break (Video ad) $2,500
  • Day 2 Morning Break (Video ad) $2,500
  • Day 2 Afternoon Break (Video ad) $2,500
  • Case Study 1 $2,500
  • Case Study 2 $2,500
  • Charging Station $2,500
  • Printed Program SOLD
  • Conference Wifi SOLD
  • Golf: Water Bottles SOLD
  • Golf: Hosted Hole (Beverage Station & Contest) $3,700
  • Golf: Hats $3,500
  • Golf: Cigars $3,200
  • Golf: Divot Tools $3,200
  • Golf: Balls $3,200
  • Golf: Towels $3,200

The Frac Sand
Summer Happy Hour

Event Registration – $25