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The Frac Sand Revolution… RBN Energy

You are here: Home / Commodity Research / The Frac Sand Revolution… RBN Energy

March 19, 2019 by Jim Colburn Leave a Comment

The always excellent, RBN Energy, has a piece on “frac sand”, here..

”The U.S. frac sand market has been turned on its head. Over the past three years, demand for the sand used in hydraulic fracturing has more than doubled, dozens of new “local” sand mines have been popping up within the Permian and other fast-growing plays, and frac sand prices have fallen sharply from their 2017 highs. The big changes don’t end there. Exploration and production companies (E&Ps), who traditionally left sand procurement to the pressure pumping companies that complete their wells, are taking a more hands-on approach. And everyone is super-focused on optimizing their “last-mile” frac sand logistics — the delivery of sand by truck, plus unloading and storage of sand at the well site — with an eye toward minimizing completion costs and maximizing productivity….

And, this:

”We’ve said it time and again: the Shale Revolution would not have been possible without sand­­ — and lots of it.”

 

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Commodity Research Group (CRG), founded by veteran analyst Edward Meir, is an independent research consultancy specializing in base and precious metals, as well energy products. The Group provides research and general price analysis for these markets, along with advice to companies seeking to construct commodity hedging strategies.

Our associates bring decades of experience to the table, as they seek to help our clients understand the markets. CRG will distill the myriad of pricing variables mentioned above into coherent research that is to-the-point and tailored to a clients hedging or pricing needs. In addition, CRG is available for consulting assignments and speaking engagements. CRG does not manage money or trade for itself.

 


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