NWS Displacement Alert: Permian Proppant Tons Shipped By Rail Have Begun To Fall

In our 2Q18 oilfield earnings season preview earlier this week, we wrote that Northern White Sand displacement anecdotes in the Permian Basin were likely to be heard on this upcoming round of conference calls (see point 6).

It didn’t take long for this prediction to pan out… the first datapoint arrived on Thursday morning, just three days later.

There’s a lot more to this story…

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