Michael Filloon wrote one of the most interesting, insightful articles ever on Seeking Alpha recently. In the article, he explains how EOG (NYSE:EOG) has pioneered an approach to fracking that yields substantially higher initial production rates and may also lead to higher expected ultimate recoveries from oil wells. EOG has applied this technique in the Eagle Ford, the Bakken and the Permian, and other operators are starting to implement some or all of the aspects of the technique in these areas.

The technique involves using substantially larger amounts of sand (proppant), as well as doing shorter, “wider” frac stages. Michael points out that this is very promising for U.S. Silica (NYSE:SLCA), because it provides frac sand that is used in this technique, and if more sand is used, there will be more demand for U.S. Silica’s products.

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