Executive Summary
Hydraulic fracturing is one of the most energy-intensive operations in the upstream value chain, with a single diesel frac spread consuming tens of thousands of litres of fuel per day. Electric fracking fleets (E-Frac) replace diesel-driven pumps with high-horsepower electric motors supplied either from the grid or from on-site gas turbines. At Energy Solutions, we analyse when E-Frac can materially lower operating cost, emissions, and noise, and when the required power infrastructure becomes the binding constraint.
- Typical diesel frac spreads burn 18,000–30,000 litres/day of diesel during intense completion campaigns, equivalent to 650–1,100 MWh/day of fuel energy input.
- Modern E-Frac spreads with electric pumps rated at 25–35 MW total power demand can reduce fuel/energy costs by 20–45% when powered by field gas turbines, depending on gas price and utilisation.
- Indicative abatement costs range from 0–40 USD/tCO2, with the lowest values achieved when replacing high-cost diesel (>1.0 USD/litre) using low-cost field gas (<3–4 USD/MMBtu) and achieving high utilisation (>1,500 operating hours/year).
- Full electrification requires robust power delivery infrastructure: either 25–50 MVA grid connections or dedicated gas turbine packages in the 25–80 MW range, plus step-down transformers, cables, and protection systems.
- Beyond energy cost, E-Frac offers compelling non-price benefits: reduced noise and emissions near communities, improved equipment reliability, and alignment with operator ESG and methane reduction commitments.
What You'll Learn
- Technical Foundation: From Diesel Frac to E-Frac
- Benchmarks & Data: Power Demand, CAPEX, and Fuel Costs
- Economics: TCO and Abatement Cost vs Diesel Fleets
- Case Studies: Grid-Supplied and Gas Turbine-Supplied E-Frac
- Infrastructure & Supply Chain: Power, Mobility, and OEMs
- Devil's Advocate: Power Constraints, Volatility, and Lock-in
- Outlook to 2030/2035: Electrification of Shale Value Chains
- Implementation Guide: Site Screening and KPIs
- FAQ: Practical Questions from Operators and Investors
Technical Foundation: From Diesel Frac to E-Frac
Traditional frac fleets use multiple diesel engines driving high-pressure pumps through mechanical transmissions. Each pump may be powered by 2–3 MW of diesel engine capacity, with a full spread reaching 20–30 MW of installed mechanical power. Fuel is delivered by truck and stored in on-site tanks, with logistics and safety challenges that intensify during long campaigns.
E-Frac re-architects the spread as a power-electronic system:
- Power source: High-voltage feeders from the grid (typically 13.8–25 kV) or from local gas turbines running on field gas or CNG/LNG.
- Step-down and distribution: Mobile transformers step voltage down to medium voltage levels (e.g., 4.16–6.6 kV), which are routed along the pad via armored cables and compact substations.
- Electric pump units: High-speed electric motors coupled to pumps via drives, often with variable speed capability, providing better control over pump rate and pressure ramps.
The key change is the shift from multiple small diesel engines with distributed fuel storage to a centralised power plant model. This allows for higher overall efficiency, especially when fuel gas is available at low cost, but it demands a step-change in power engineering competence from operators and service companies.
Benchmarks & Data: Power Demand, CAPEX, and Fuel Costs
Power demand and utilisation are the primary drivers of E-Frac economics. The tables below provide stylised benchmarks for a single high-intensity frac spread operating in a major North American shale basin.
Indicative Power and Fuel Benchmarks: Diesel vs E-Frac Spread
| Parameter | Diesel Frac Spread | E-Frac (Gas Turbine Supply) |
|---|---|---|
| Total installed power | 22–30 MW (diesel engines) | 25–35 MW (electric motors) |
| Typical power draw during pumping | 18–24 MW | 18–24 MW |
| Fuel/energy source | Diesel (trucked) | Field gas via gas turbine |
| Daily energy consumption | 650–1,100 MWh (fuel energy) | 520–900 MWh (fuel energy) |
| Indicative energy cost | 0.11–0.18 USD/kWh (diesel) | 0.045–0.09 USD/kWh (gas) |
Stylised CAPEX Benchmarks for E-Frac Conversion (Single Spread)
| Component | Cost Metric | Indicative Range (USD) | Notes |
|---|---|---|---|
| Electric pump units (motors + drives) | Total per spread | 25–45 million | Dependent on power rating and redundancy. |
| Mobile transformers & switchgear | Total per spread | 8–18 million | Includes medium voltage gear and protection. |
| Power generation (gas turbines) | Per 30–50 MW package | 35–70 million | Skid-mounted, moveable between pads. |
| Cables, auxiliaries, and commissioning | Per spread | 5–12 million | Includes engineering, testing, and site works. |
| Total incremental CAPEX vs diesel | Per spread | 30–60 million | Excluding grid connection costs where relevant. |
Indicative Fuel Cost Comparison per Frac Campaign (30 Days)
| Scenario | Fuel Price Assumption | Energy Use (MWh) | Fuel Cost (USD) | CO2 Emissions (tCO2) |
|---|---|---|---|---|
| Diesel baseline | 1.0–1.3 USD/litre | 19,500–30,000 | 2.1–3.9 million | 5,800–8,900 |
| E-Frac, gas turbine (low gas price) | 3–4 USD/MMBtu | 16,000–25,000 | 0.8–1.6 million | 4,800–7,200 |
| E-Frac, gas turbine (higher gas price) | 5–6 USD/MMBtu | 16,000–25,000 | 1.3–2.4 million | 4,800–7,200 |
Figures are stylised and indicative. Actual values depend on spread configuration, duty cycle, and local fuel markets, and do not constitute commercial offers.
Indicative Energy Cost per kWh: Diesel vs Gas-Supplied E-Frac
Annualised Fuel Spend vs Operating Hours (Single Spread)
Indicative Abatement Cost vs Diesel Price
Economics: TCO and Abatement Cost vs Diesel Fleets
From a total cost of ownership (TCO) perspective, E-Frac must recover a substantial upfront premium through lower operating cost and improved utilisation. The value stack includes direct fuel savings, reduced maintenance on engines and pumps, and softer benefits such as improved community acceptance in noise- and emissions-sensitive plays.
At diesel prices of 0.9–1.2 USD/litre and gas prices of 3–4 USD/MMBtu, E-Frac spreads can achieve fuel cost reductions on the order of 20–45% per operating hour, with the spread narrowing at higher gas prices or lower diesel prices. Over a utilisation range of 1,200–2,000 hours/year, this can translate into 4–10 million USD/year in net fuel savings for a fully converted fleet of several spreads.
Translating these savings into abatement cost depends on the emissions baseline. Diesel-related CO2 emissions per MWh are typically 15–25% higher than gas turbine emissions for equivalent delivered shaft power, before accounting for methane leakage and supply chain emissions. On a direct combustion basis, illustrative abatement costs cluster between 0 and 40 USD/tCO2, with negative values (i.e., cost savings) achievable when diesel prices spike or when gas is available at a significant discount.
Policy and Carbon Pricing Levers
Where explicit carbon prices exceed 50–75 USD/tCO2, the decarbonisation component of E-Frac delivers an additional monetary benefit that can shorten paybacks by 0.5–1.5 years, particularly when combined with methane intensity targets that reward shifting from trucked diesel to on-site gas utilisation. However, in jurisdictions with low or absent carbon pricing, the business case must stand primarily on fuel cost and operational considerations.
Case Studies: Grid-Supplied and Gas Turbine-Supplied E-Frac
Case Study 1 – Grid-Connected E-Frac in a Mature Shale Play
An operator in a mature North American shale basin partnered with a utility to secure a 40 MVA grid connection near a multi-well pad cluster. The E-Frac spread drew 20–30 MW during pumping and lower loads during auxiliary operations.
- Setup: Dedicated 138 kV line and substation, with 25 kV distribution to the pad and mobile transformers down to 4.16 kV.
- Investment: Utility-funded grid extension of 35–50 million USD, underpinned by a long-term tariff agreement; operator invested roughly 35–55 million USD in electric pumps and pad-side equipment.
- Economics: Effective energy tariff equivalent of 40–70 USD/MWh, enabling fuel cost savings of 30–50% vs diesel at 1.0–1.2 USD/litre.
- Emissions: Emissions intensity aligned with a power mix that was 40–60% gas, 20–30% renewables, and the rest coal, yielding 20–35% direct CO2 reduction relative to diesel, with further upside from grid decarbonisation.
The key lesson was that grid-based E-Frac depends on multi-year drilling and completion plans, as the grid connection is not easily redeployed. Smaller, more transient programmes may find gas turbine-based E-Frac more flexible despite higher generating costs.
Case Study 2 – Gas Turbine E-Frac Using Field Gas
A shale operator with access to rich associated gas evaluated E-Frac as part of a broader flare-reduction strategy. They deployed a 40 MW mobile gas turbine package to power one E-Frac spread, with plans to scale to two spreads as drilling intensity increased.
- Fuel supply: Treated field gas with heating value of 1,050–1,150 Btu/scf, at a net opportunity cost of 2.5–3.5 USD/MMBtu versus selling into the gathering system.
- Economics: Net fuel savings of 25–40% relative to diesel, equivalent to 1.5–3.0 million USD/year for a single high-utilisation spread operating 1,500–1,800 hours/year.
- Emissions: Direct combustion CO2 reduced by 10–25%, with additional methane savings from avoided flaring and reduced truck traffic.
This case highlighted the importance of gas conditioning and redundancy; power quality disturbances from gas quality swings required robust controls and occasional backup generation to avoid frac job disruptions.
Infrastructure & Supply Chain: Power, Mobility, and OEMs
The scalability of E-Frac is as much an infrastructure question as a technology question. Operators must coordinate between:
- Service companies and OEMs providing electric pumps, drives, and controls.
- Power solution providers supplying gas turbines or grid connections, transformers, and cabling.
- Field development teams planning pad moves and campaign durations that determine the effective utilisation of E-Frac assets.
Lead times for high-horsepower drives and medium-voltage equipment can run 9–18 months, especially in tight supply conditions. Commitments must therefore be aligned with multi-year basin strategies rather than short-term commodity price signals alone.
Devil's Advocate: Power Constraints, Volatility, and Lock-in
While E-Frac can be compelling on paper, there are legitimate concerns that investors and operators should weigh carefully.
- Power availability risk: Grid projects can face permitting delays and curtailment risks; gas turbine projects are exposed to fuel quality and volume constraints.
- Commodity price volatility: Narrow spreads between diesel and gas prices—or sharp declines in diesel prices—can temporarily erode E-Frac economics.
- Technology lock-in: Large capital commitments to specific OEM platforms and voltage levels can limit flexibility to switch vendors or integrate future hybrid concepts (e.g., battery buffering or partial electrification).
- Operational complexity: Frac crews must upskill in power system operation and safety; failures in electrical infrastructure can halt operations just as completely as mechanical failures.
A robust decision process frames E-Frac as part of an integrated basin electrification strategy, not as a tactical swap of pumps on a single spread.
Outlook to 2030/2035: Electrification of Shale Value Chains
By 2030–2035, E-Frac is likely to represent a significant minority share of active fleets in major basins, particularly where power infrastructure and gas availability are favourable. Key trends include:
- Increased use of hybrid fleets, where some pumps remain diesel-powered for redundancy and flexibility while most horsepower is electric.
- Integration with pad-level microgrids combining gas turbines, batteries, and potentially small-scale renewables for improved efficiency and resilience.
- Greater scrutiny from lenders and equity investors on completion emissions intensity, driving demand for transparent benchmarks and verified reductions.
In this context, E-Frac projects that demonstrate clear, auditable fuel and emissions savings will be better positioned to access capital and premium offtake agreements.
Implementation Guide: Site Screening and KPIs
For operators evaluating E-Frac, a structured screening process typically considers:
- Resource and campaign profile: Are multi-year, high-intensity completion programmes planned in one or more core areas?
- Fuel and power options: What are realistic diesel, gas, and grid tariff ranges over the investment horizon?
- Infrastructure feasibility: Are grid extension or mobile gas turbines feasible within 12–24 months?
- ESG and regulatory drivers: Are there explicit targets or incentives for emissions, noise, or truck traffic reduction?
KPIs that resonate with decision-makers include: fuel cost per pumped barrel of fluid, emissions intensity (kgCO2e per stage), spread utilisation (hours/year), and non-productive time attributable to power issues versus mechanical issues.