PanXchange® Sand: Benchmarks & Analysis 09.20.2021

In the Permian basin, FOB Kermit 100m prices and 40/70m sand prices have decreased by $0.20 per ton per ton each this week. In-basin sand prices have held steady-to-lower amid stable WTI pricing and sand producers pricing their volumes competitively as the frac spread count increases to attract new customers. The PanXchange team expects pricing to be at or near a stable price floor, and for pricing to rise as demand opens up, and domestic supply lags behind due to lack of upstream investment. However, the strong returns shown by companies like Ovintiv and EOG Resources with the integration of their own proprietary in-basin sand mines could pose a significant threat to existing producers despite an increase in proppant demand.  

PanXchange® Sand: Benchmarks & Analysis 09.14.2021

In the Permian basin, FOB Kermit 100m prices and 40/70m sand prices have decreased by $0.25 per ton and $0.35 respectively this week. In-basin sand prices have held steady-to-lower amid stable WTI pricing and sand producers pricing their volumes competitively as the frac spread count increases to attract new customers. 

PanXchange® Sand: Benchmarks & Analysis 08.30.2021

In the Permian basin, FOB Kermit 100m prices and 40/70m sand prices have decreased by $0.10 per ton and $0.05 per ton each this week following relatively stable pricing last week. The rate of price decline has slowed over the past 3 weeks, indicating that Permian sand prices are beginning to stabilize as WTI continues to settle in the $60-$70 per barrel range. 

PanXchange® Sand: Benchmarks & Analysis 07.26.2021

In the Permian basin, FOB Kermit 100m prices and 40/70m sand prices have decreased by $0.25 per ton each. In-basin sand prices have begun a downward trend, suggested by five consecutive weeks of price decreases (100m prices are down 30% in 5 weeks, and 40/70m prices are down approximately 25%), as additional supply comes online and sand vendors aim to capture market share. 

PanXchange® Sand: Benchmarks & Analysis 07.19.2021

In the Permian basin, FOB Kermit 100m prices and 40/70m sand prices have decreased by $0.60 per ton each. Prices have begun a downward trend as additional supply comes online and sand vendors aim to capture market share. However, the trend has been slow and gradual as proppant demand continues to recover alongside the recover in rig count and frac spread count.