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2016 Annual Meeting – Carbo Ceramics Inc.

Carbo Ceramics Inc. · May 17, 2016 · 33 slides

Investor presentation from the Shale Experts oil & gas presentation and slide database. Every page is imaged and its text indexed for search across operators, plays, basins and time.

Slides

  1. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 1
    ....provides industry leading technology for: Production Enhancement
  2. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 2
    Global Oil Supply-Demand Millions Bbl/Day Produced 1.07 Billion Barrels more 100 100 than Demand in Q1-14 through Q1-16 Supply 98 98 Demand 96 96 94 94 92 92 90 90 97.2 88 96.3 97.0 96.4 88 95.5 95.1 94.3 93.1 86 91.2…
  3. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 3
    250 300 350 400 450 500 550 600 2015 3rd Wk 5th Wk 382 7th Wk 9th Wk Million Barrels 11th Wk 13th Wk 15th Wk 17th Wk 19th Wk 21st Wk 23rd Wk US Crude Oil Stocks 25th Wk 27th Wk 29th Wk US Crude Oil…
  4. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 4
    Rigcount Rigs 4,000 Canada Rigs 3,500 International Rigs 481 408 433 USA Rigs 367 378 3,000 404 313 1,191 1,308 2,500 1,096 1,260 1,320 278 1,116 98 190 2,000 1,261 91 169 1,011 173 60% 1,500 982 1,169 1,132 60 1,105…
  5. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 5
    Lower 48 Oil Rigcount & Production Rigs Bbls/Day x1,000 2,000 10,000 Oil Rigs 1,750 9,500 Rigs Oil 1,500 9,000 1,250 8,500 5% 1,000 8,000 1576 750 7,500 500 7,000 79% 250 6,500 330 0 6,000 Source: BHI for…
  6. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 6
    Oil & Gas Resource Development The industry challenge of increasing EUR in low permeability North American reservoirs
  7. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 7
    The Rocks Matter Tighter rock needs fracs with more reservoir Contact Area and Conductivity Current Shale Recovery Factor < 9% Conventional Sands Tight Sands Shale Millidarcies Microdarcies Nanodarcies 1 md .001 md .000001…
  8. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 8
    Improve Production & EUR More Contact Area & Conductivity More..Reservoir Contact Area Increase number of stages and perf clusters Increase pounds proppant per stage Propped frac length Major influence on short term production…
  9. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 9
    Next Step to Optimize Recovery & Lower F&D For several years, the lateral length, number of frac stages, and lbs proppant pumped have been increasing This has lead to increases in short term production (12-18 months) Is it now time…
  10. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 10
    10
  11. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 11
    Closure Stress Majority of wells will see closure stress above 6,000 psi, the pressure at which the best Northern White Sand starts crushing Lowers Production & EUR Closure Stress < 6,000 psi 6,000-8,000 psi 8,000-10,000…
  12. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 12
    Improve Recovery - Build a Frac that Lasts Over 50% of wells drilled in Lower 48 will have closure stress ranging from 6,000 to 15,000 psi. Result: Loss of conductivity & EUR Higher EUR Lower F&D Sand based proppant Ceramic…
  13. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 13
    Improve Recovery - Build a Frac that Lasts Lead-in with sand to lower cost, and tail-in with ceramic to maintain a conductive channel near the wellbore as closure stress increases Higher EUR Lower F&D Sand based proppant…
  14. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 14
    Improve Production & EUR More Contact Area & Conductivity More..Reservoir Contact Area Increase number of stages and perf clusters Increase pounds proppant per stage Propped frac length Major influence on short term production…
  15. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 15
    Company Evolution 1979-2008 Leading Ceramic Proppant Company Patents expired Competition increased Industry cycles Remain the high quality & low cost producer 2008 Onward Leader In Fracture Technology
  16. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 16
    Dealing With Demand Declines In Base Ceramic Base Ceramic Proppant Depressed commodity prices have led to lower base ceramic proppant volumes Global rig count drop Lower cost completions using sand With oil & gas price increases, the…
  17. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 17
    Bright Technology Future Our technology will continue to grow in the future, it solves client problems The technology is not commoditized, and has profit margins We continue to drive down our production costs of each product We…
  18. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 18
    Technology Drives Our Future QUANTUM Measure Propped Reservoir Volume to optimize field development
  19. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 19
    20,000 psi Well Challenge Lower Tertiary Wells Gulf of Mexico Lower Tertiary wells are ultra-deep wells - 30,000 ft below sea floor, in 7,000+ ft water. Resource base - billions of barrels of oil. Extreme pressures. Technical…
  20. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 20
    KRYPTOSPHERE HD - Technology Success The Gulf of Mexico Lower Tertiary wells are the deepest, most challenging fracs ever done KRYPTOSPHERE HD has been successfully used in these high pressure wells 7,000 ft water Multiple frac…
  21. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 21
    Improve Recovery and eliminate Well Workovers - by preventing production damage mechanisms Damage Mechanisms Conventional Treatment Technologies Proppant Delivered GUARD Technologies Short-life frac fluid additives Long-life…
  22. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 22
    Eliminate Workovers Solving Production Problems SCALEGUARD Additional GUARD products in either development or field testing stages SALTGUARD PARAGUARD Illustration of inorganic scale deposit in wellbore H2SGUARD Inorganic…
  23. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 23
    SCALEGUARD Technology Success Continues Competitors PBI Particulate-based After 226 days Inhibitor inhibitor is spent 12 Wells SG SCALEGUARD After 702 days 12 Wells inhibition continues 0 100 200 300 400 500 600 700 800 No…
  24. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 24
    Cost Savings - SCALEGUARD vs Competitors Products Uinta Basin Area 1, 2, 3
  25. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 25
    QUANTUM - Measuring Propped Reservoir Volume QUANTUM technology will allow E&Ps to visualize the Propped Reservoir Volume (PRV) for the first time Detects where the proppant is located throughout the frac/reservoir Technology…
  26. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 26
    Early Generations of Fracture Diagnostic Technology Treating (net) Pressure Minifrac analysis Direct Temperature Logs DTS Proppant Tracers Indirect Microseismic/Tiltmeter Maps Mayerhofer SPE 119890 SPE 179161 Recent…
  27. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 27
    QUANTUM - Optimize Field Development & Capital Spend Reserves left behind
  28. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 28
    QUANTUM - Optimize Field Development & Capital Spend Higher Reserves Recovery
  29. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 29
    Industrial Business 29
  30. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 30
    ACCUCAST Casting Technology Products Engine Block Clients are foundry companies Product used in casting Dimensionally Stable Cores No thermal growth changing dimensions and distortion of internal walls No cracked cores during…
  31. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 31
    CARBOGRIND Grinding Technology Products Clients are primarily mining and mineral Vertical Grinding Mill processing companies Products used as grinding media, in mills that are processing ores/minerals Superior grinding efficiency…
  32. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 32
    Finance
  33. 2016 Annual Meeting – Carbo Ceramics Inc. – slide 33
    Down-Cycle Strategy and Actions Continue to focus on cash preservation, and on what we can control Grow in profitable, higher margin, cash generation businesses Grow production enhancement technology sales Grow Industrial business…

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