Petroleum Connection Logo
Layout Options

Notes From Tudor Pickering Holts’ “Energy Thoughts” From Monday, September 18, 2017

Fracsand volumes still on the rise – in the world of proppants, logistics matter a great deal…an (updated) view from the rails (OIH $25) – We highlighted last quarter Class I rail data showing frac sand volumes moving higher at a rapid pace. Q2 data shows more of the same as frac sand volumes rose +19% q/q and have now surpassed peak 2014 levels (Q2’17 volumes ~7% higher than Q4’14). Despite the rapid increase in volumes, proppant suppliers have (so far) been able to keep rail pricing increases at bay as revenue per ton sits ~$6 (20%) lower than that of 2014. Rail cost (~$40-50/ton) is likely ~40-60% of delivered frac sand costs today and will continue to be a crucial piece of the supply chain as rising completions intensity keeps driving sand volumes higher.

Please contact your TPH representative for a copy of our sand by rail report, or hear from TPH’s George O’Leary on this topic at the 6thAnnual Frac Sand Supply & Logistics Conference.



Other Posts You May Be Interested In

Soliciting Input on the Agenda for the Frac Sand Supply and Logistics Conference

Posted on May 22, 2018

We are only 5 months from the biggest frac sand events of 2018! Normally, when we are five months from a conference we are planning,...

Frac Sand Wash Plant for Sale

Posted on May 15, 2018

A frac sand wash plant located in the upper Midwest is available for sale. The operating wash plant is offered for...

Platinum & Golf Sponsorships Sold Out for the 7th Annual Frac Sand Supply & Logistics Conference

Posted on May 15, 2018

The Petroleum Connection is pleased to announce that Platinum & Golf sponsorship opportunities are sold out for the 7thAnnual Frac Sand Supply & Logistics Conference. ...