SeekingAlpha.Com Article on Sandridge

This is not a Bakken story, but there is so much interesting information in this article, it needs to be on the blog.

I'm way behind in blogging today, so I will provide the link, and come back to it, if I have time/remember.

A big "thanks" to Don for alerting me to the article.

***************
Ok, I'm back.

The two most interesting points in the article:

I think that as fracking becomes more common in the mid-continent, small and mid-size players are going to need to think outside the box for water supply more frequently. Furthermore, I am betting that EOG Resources will be one of the first to try to corner its own water supply. After cornering its own frac sand and crude by rail transportation system, it seems like the next logical step. With its new lighter weight and a little extra cash on hand, SandRidge probably will not be far behind.

And,

SandRidge is bullish on Kansas, estimating that formations in the state could hold 15 billion barrels of recoverable oil. SandRidge already holds the most horizontal drilling permits of any independent in the state, and is planning to continue drilling throughout 2012 and beyond, telling one local news outlet that it plans to continue drilling and hiring for at least the next ten years.

A conservative estimate ("A Basic Analysis of the Bakken") predicts drilling in the Bakken will continue through 2030 and that production will continue through 2100.