the way the sentence in the article is written, it's difficult to ascertain whether the 10-20% refers specifically to cost of sand or to materials and services in general. However, a 10-20% increase from near zero is not particularly impressive. So either way i dont think the article and my comment are inconsistent.
Increased costs will be incurred by things like putting train lines back into shipping sand rather than container freight. There's also my favorite of putting extra crap and non-productive people into the system to avoid violation of new EPA and other government regulatory rules.
The 'bar room brawl' aspect is that every tom-dick-and harry service company will be competing for jobs that dont require the high-end services which are the forte of HAL, SLB, and BHI. The big boys are also trying to compete for those low end jobs in NAM just to keep market share and people and equipment busy. Given their higher operating costs, that's a big loser.
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