Investor Presentaiton
The Value of Northern White Sand (continued)
Case studies generally align with the 2020 review for one-year trends, but the impact is
more significant in two-year trends as 6/7 cases decline beyond allowable degradation
Basin
Case
Well Count
IP 360
IP 720
Impact Assessment
Operator A
Operator B
Midland
Operator C
75
Operator D
49
Operator A
Delaware
Operator B
62
Operator C
NWS
147
142
122
179
In-Basin
Observed
Change
Note: Allowable degradation assumes an oil price of $90/bbl and $7/MMBtu for gas
Source: Rystad Energy research and analysis
Allowable
Degradation
Light impact
Significant impact
Significant impact
Light impact
Significant impact
Significant impact
No Impact
13
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