A Key Frac Sand Driver Has Been Stuck In The Mud. Is It Poised For A Breakout Causing A Step Up In Sand Demand?

This week, we are working with our colleagues at Lium Research on refreshing the quarterly Shale Data packet, which includes forecasted frac crews, wells, and frac sand demand among other metrics. If you are a Lium data client, watch for email notification about the new downloads later this week.

A key input in Lium’s frac sand forecast model is tons of sand per well. This is a metric that has been…well, how should we put this…boring lately. Could that be poised to change? We discuss why no one’s been talking about this metric lately and why maybe they should give it another look in this thought piece.

There’s a lot more to this story…

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