Infill Thinking Lifting the O&G knowledge curve
In some large tight oil well AFEs these days, the frac sand line item can be as much as a quarter of well cost.
Of course there is a lot more involved in shale development capex than just individual well costs.
So for this chart of the day exercise, we took a look at frac sand’s place in the “burdened” 2018 E&P shale capex budget. We quantified this both top-town and bottoms-up with a similar result:
- We estimated frac sand demand at the company level for a sample of large US independents and compared the fully delivered cost of that sand volume to each operator’s 2018 capex guidance.
- We estimated the fully delivered cost of our 2018 sand demand estimate and compared this to estimated Lower 48 E&P capex.
Here are the results:
There’s a lot more to this story…
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