sand

[mkarpoff]

I read this morning that there is a shortage on fracking sand. I can't imagine that being possible. Do you have any info on this, and how we might monetize it, if true?

[Fraser921]

I used to own a sand stock and they went BK. There is plenty of sand around. Issue might be logistics, ie truckers needed but I'm not current on issues so take that with a grain of...sand

[dan_s]

Reuters: As oil prices soar, U.S. drillers scramble to find sand for fracking.
With crude prices at their highest levels in years, U.S. oil drillers are trying to boost output fast, but their efforts have been hit by a shortage of sand to use for fracking operations. Crude output is expected to hit records in parts of Texas and New Mexico, the heart of U.S. shale activity. Sand supplies are so tight that it is slowing the pace of work for some oil drillers, and higher costs for sand are eating into the bottom line for others.

Read more: https://www.reuters.com/business/energy ... 022-02-15/

Just remember that frac sand reserves in the ground and frac sand deliverability are two totally different things. Frac sand must be cleaned and moved by trucks and trains. It takes as much as 100 train cars full of sand to complete on two mile horizontal well.

2022 should be a great year for Solaris Oilfield Infrastructure (SOI).

[geraldlong]

Are rumors of casing shortages accurate?

[dan_s]

Ask the question on tomorrow's webinar. I will try to do some research on it today.