Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]

Is the frac sand greenfield rush of 2017/2018 finally over?

It’s a question worth asking since each of the Big 4 markets are now flush with planned local sand supply.

In the chart below, we compare our total 2019 frac sand demand estimates for four major markets to announced local frac sand supply.

We then discuss:

  • What Next For The Sand Rush In The Big 4 Markets? 
  • If No More In The Big 4, Then Where To Next? 
  • The Capacity In The Chart ≠ Production.
  • On A Relative Basis, The Permian Isn’t As Oversupplied As Some May Expect.
  • The Concept Of Railing In-Basin Sand Out Is Losing Steam.

There’s a lot more to this story…

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