Infill Thinking Lifting the O&G knowledge curve
A year from now on the Kermit blacktop, it will be 110° Fahrenheit with a 90% chance of gridlock. We believe competitive advantage will increasingly be tied to location and logistics as in-basin mines battle for market share.
In this update, we rank each of the hopeful new mines based on their distance to the Permian’s four sub-markets. We also reveal which areas of the Permian could be oversupplied vs. undersupplied with sand.
There’s a lot more to this story…
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