Welcome to Houston
Welcome to Houston Hilton Post Oak Hotel GBI Airport Field Trip: Excalibar Minerals LLC
Welcome to Houston
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Industrial Minerals Evolution 2012 Editorial Premium Prices Data Research
Industrial Minerals Evolution 2012 Editorial Daily online and monthly magazine Daily breaking news & prices online Weekly price briefing & news summary In-depth features, comment, & analysis Editorial archive back to 1999 Customised news alerts Siobhan Lismore
Industrial Minerals Evolution 2012 Premium Prices Data Launching 2012 Detailed price analysis online service Price indexation, drill-down prices database Overall and specific grade price assessments Logistics, trade, & complimentary key data Simon Moores Graphite, Rare Earths
Industrial Minerals Evolution 2012 Research Focused in-depth research reports Market data, analysis, forecasting Consultancy Workshop training Roundtables Graphite 2012 Mike O Driscoll Frac Sand 2012
Industrial Minerals Roundtables November 2010 Moving Minerals Amsterdam December 2011 Moving Minerals Amsterdam June 2012 Oilfield Minerals Outlook Houston November 2012 Moving Minerals Amsterdam 2013 India: Evolving markets TBC 2013 Oilfield Minerals Outlook TBC 2013 China: Changing opportunitiestbc
Industrial Minerals Talk to us at Oilfield Minerals Outlook Rick Russell Managing Director Mike O Driscoll Global Head of Research Ismene Clarke Advertisement Manager
Why Oilfield Minerals? Oil & gas drilling a mainstay market for industrial minerals Barite (95%) Bentonite (26%) Silica sand (41%) Attapulgite Bauxite Boric acid Calcium carbonate Calcium chloride Diatomite Gilsonite Graphite Gypsum Haematite Kaolin Lime Magnesium chloride Soda ash
Why Oilfield Minerals? Demand & quest for low cost fossil fuel energy sources June 2012: Global oil and gas exploration rose 6% year on year, led by USA
Why Oilfield Minerals? Demand & quest for low cost fossil fuel energy sources May 2012: IEA World Energy Outlook Golden Rules for a Golden Age of Gas World production of unconventional gas, primarily shale gas, more than triples between 2010 and 2035 to 1.6 trillion cu metres USA becomes a significant player in international gas markets China emerges as a major producer Faster growth in global gas demand, rising >50% between 2010 and 2035.
Why Oilfield Minerals? Demand & quest for low cost fossil fuel energy sources May 2012: IEA World Energy Outlook Golden Rules for a Golden Age of Gas World primary energy demand by fuel in Golden Rules case
Why Oilfield Minerals? Shale gas revolution & fracking N. America now, global next
Why Oilfield Minerals? Shale gas revolution & fracking N. America now, global next
Why Oilfield Minerals? Shale gas revolution & fracking N. America now, global next Rise of US silica sand used for fracking, well cements 2000-2011 m tonnes 14 12 10 8 6 4 2 1.47m t 5% % total US silica output 12.3m t 41% 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 Year Source: USGS data
Why Oilfield Minerals? Vertical integration Trend of O/G explorers securing captive FS supply EOG: developed own mine 2011 Pioneer Natural Resources: acquired Carmeuse Ind. Sands 2012 PNR s estimated 2013 proppant requirements pre-cis buy Others to follow?
Why Oilfield Minerals? Trends & developments in mineral sourcing Interest in securing alternative sources of barite Geographically Grade 4.1 SG and <4.1 SG? China 95% US barite imports
Programme Day 1 a.m. Wednesday
Programme Day 1 a.m. Wednesday
Programme Day 1 p.m. Wednesday 16.30 Close of Day 1 Sundowner Refreshments
Programme Day 2 a.m. Thursday
Programme Day 2 a.m. Thursday
Programme Day 2 p.m. Thursday IMPORTANT NOTICE Those on Field Trip Waiting List please meet in hotel lobby 13.30