The Shale Supply Chain’s New(ish) Ownership Conundrum

Epic quantities of frac sand and water will fracture a lot of low permeability rock in the Lower 48 this year. This same sand and water has also fractured the US oilfield supply chain.

Conventional wisdom on market segmentation and task ownership is now being challenged. The chain of custody for essential services and supplies is evolving more rapidly in the US onshore business today than it has in decades. Consider the following:

There’s a lot more to this story…

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