2012 Proppant Market Report PMR Executive Summary

3,737 views

Published on

The 2012 Proppant Market Report is a detailed overview of the 2012 proppant industry in relation to prior years. Marketing intelligence has been gathered from a variety of industry resources which include historical PropTester, Inc. and KELRIK, LLC data bases, key pressure pumping and operator personnel, logistics providers, proppant suppliers and other public and private resources.

http://www.PropTester.com

Primary information is received directly from proppant manufacturers. Although this data is used to compile total proppant consumption estimates, specific proppant supplier’s sales are not disclosed.

Primary consumers of proppant, namely pumping pressure companies and operators, are solicited as to their particular proppant trends. Transportation metrics from various logistics sources are also referenced. This data is further cross-referenced with various sources of current well drilling and completion activity within key areas of activity, primarily in North America.

Where feasible, we include proppant capacity for suppliers. These figures are either disclosed or estimated based on industry sources and, unless noted otherwise, are annualized commencing January 2013. Proppant production capacities can vary substantially, and this fact must be taken into consideration when reviewing this information. Actual production can vary dramatically based on operating conditions, mid-year capacity expansions, market diversification or substitution, and product demand mix. This is particularly the case with natural sand producers, where product mix and deposit yield impact gradation availability and production efficiencies. Similarly, resin coat capacity is subject to available substrate supply, whether natural sand or synthetic.

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
3,737
On SlideShare
0
From Embeds
0
Number of Embeds
3,001
Actions
Shares
0
Downloads
8
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

2012 Proppant Market Report PMR Executive Summary

  1. 1. Confidential and Proprietary to PropTester, Inc. & KELRIK, LLC. Executive Summary 1 2012 PROPPANT MARKET REPORT CONFIDENTIAL Table of Contents and Forward Publish Date February 6, 2013 $3500 USD. Call 281-256-8880 or e-mail achavey@proptester.com to order. The information contained in this report has been supplied as an Executive Summary. Select information may be based on single sources and can be speculative in nature. The final decision about acting on this information, and the responsibility for results achieved, is your own. We assume no management responsibility or liability for the business decisions or for policies or practices that may be implemented. The information is solely for the internal use and review of the intended recipient party. It is not to be copied and/or distributed outside of the intended recipient company without prior written consent. It is strictly confidential and proprietary and is the property of PropTester®, Inc. and KELRIK, LLC.
  2. 2. Confidential and Proprietary to PropTester, Inc. & KELRIK, LLC. Executive Summary 2 Table of Contents• FORWARD…………………………................................ 3 • CERAMIC PROPPANTS……………………………. 52• MARKET DYNAMICS................................................. 4 • The Ceramic Proppant Industry…………………….. 53• The Year in Review: 2012…....................................... 5 • Chart: Ceramic Consumption 1980-2012…………….. 55 • Chart: 10 Yr. Proppant Consumption...…….…………… 6 • Chart: Basic Ceramic Proppant Types……………….. 56 • Chart: Key Factors Impacting Proppant Demand............ 7 • Chart: Basic Ceramic Proppant Properties………….. 57 • Proppant Demand Fundamental.………………………... 8 • Table: Ceramic Proppant Suppliers (Western)……… 58 • Chart: Natural Gas Price Trends.................................. 9 • Table: Ceramic Proppant Suppliers (Eastern)…..…… 59 • Chart: Oil Price Trends………………………………….. 10 • Chart: US Oil and Gas Drilling Activity-All Wells………. 12 • Chart: Spare Capacity………………………………….. 63 • Chart: US Oil and Gas Drilling Activity-Trajectory……… 13 • RESIN COAT……………………………….................. 64 • Chart: US Horizontal Drilling-Oil vs. Gas……………….. 14 • The Resin Coat Industry…………………….…….….. 65 • Chart: Canadian Horizontal Drilling-Oil vs. Gas………... 15 • Chart: Resin Coat Consumption 1988-2012………..… 67 • Chart: US/Canadian Horizontal Drilling-Oil vs. Gas……. 16 • Chart: Basic Resin Coat Types………….................... 68 • Chart: Key Factors Impacting Proppant Supply...……… 26 • Table: Active Resin Coat Suppliers…......................... 69 • Proppant Supply Fundamentals…………………………. 27 • Table: Other International Suppliers…………………… 71• FRAC SAND……………………………………………….. 32 • Chart: Spare Capacity………………………………….. 72• The Frac Sand Industry…………………………………… 33 • SUMMARY………………………………………………. 73 • Chart: Frac Sand Consumption 1990-2012……………… 35 • Summary 2012……………………………………………. 74 • Chart: Basic Frac Sand Types…………………………... 36 • Chart: Basic Frac Sand Properties………………………. • APPENDIX…………………..………………………….. 75 37 • Table: Frac Sand Suppliers……………………………… • Select Industry and Operating Metrics................... 76-88 38 • Table: Frac Sand Suppliers (International)…………….. 48 • Table: Pending Frac Sand Suppliers…………………….49 • Chart: Realistic Frac Sand Capacity/Growth…………… 50 • Chart: Spare Capacity……………………………………51
  3. 3. Confidential and Proprietary to PropTester, Inc. & KELRIK, LLC. Executive Summary 3ForwardThe 2012 Proppant Market Report is a detailed overview of the 2012 proppant industry in relation to prioryears. Marketing intelligence has been gathered from a variety of industry resources which includehistorical PropTester, Inc. and KELRIK, LLC data bases, key pressure pumping and operator personnel,logistics providers, proppant suppliers and other public and private resources.Primary information is received directly from proppant manufacturers. Although this data is used tocompile total proppant consumption estimates, specific proppant supplier’s sales are not disclosed.Primary consumers of proppant, namely pumping pressure companies and operators, are solicited as totheir particular proppant trends. Transportation metrics from various logistics sources are alsoreferenced. This data is further cross-referenced with various sources of current well drilling andcompletion activity within key areas of activity, primarily in North America.Where feasible, we include proppant capacity for suppliers. These figures are either disclosed orestimated based on industry sources and, unless noted otherwise, are annualized commencing January2013. Proppant production capacities can vary substantially, and this fact must be taken intoconsideration when reviewing this information. Actual production can vary dramatically based onoperating conditions, mid-year capacity expansions, market diversification or substitution, and productdemand mix. This is particularly the case with natural sand producers, where product mix and deposityield impact gradation availability and production efficiencies. Similarly, resin coat capacity is subject toavailable substrate supply, whether natural sand or synthetic.As with past issues, forward looking statements are limited in this report.

×