Infill Thinking Lifting the O&G knowledge curve
The first chapter in the Permian Basin frac sand mining story was the land grab (who was buying what where) and debate on viability. The 2H17 chapter will be execution, lab results, construction progress, and sales (whose construction is on time, whose deposit is better). One of the best datapoints to monitor on this front will be the recruitment of the labor force to man these mines. When people are hired, plants come to life.
There’s a lot more to this story…
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