Permian Frac Sand Scattershooting Part 1 – Minegate Price Clue, Coating Facility, Site Updates, Skeptical Operator, and more…

The following list is baker’s dozen of assorted datapoints and tidbits we’ve heard about the frac sand business over the past couple weeks.

This piece addresses the goings-on in Permian frac sand. We’ll have another installment of frac sand scattershooting later this week to address trends in the broader market.

There’s a lot more to this story…

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