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Tuesday, December 6, 2011

Carbo Ceramics -- Nice Analysis -- The Bakken, North Dakota, USA

SeekingAlpha.com link here.

I don't have time (or 24/7 reliable wi-fi connection) to check every well file, but it's been my impression, most of the recent fracks have been all sand.

My hunch: operators are doing all they can to bring fracking costs down. My understanding is that short term, sand and ceramics are about the same with regard to initial output. Ceramics are better than sand in the long run.

That's what I've been told. My hunch is the jury is still out regarding sand vs ceramics.  Remember: they can always go back in and re-frac.

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