Big Name Hedge Fund Shorts Sand Stocks Thanks Largely To Permian Dunes

Can lower quality, logistically advantage frac sand deposits take on and potentially displace Northern White supply railed into the hottest completions markets? This question has quickly rocketed up the controversy leader-board, becoming one of the most hotly contested debates in the entire upstream industry today.

As the first industry publication to cover the emergence of Permian sand mining back in February, we labeled the trend “potentially transformative.” That said, we are even a bit surprised by how much attention the concept is getting today, and how quickly it has captured mind-share.

In this update, read what one Wall Street titan believes as well as some thoughts of ours on this controversial subject…

There’s a lot more to this story…

Login to see the full update… 

To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to discuss our current subscription options at [email protected](Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! [email protected]

feature image credit CNBC