Infill Thinking Lifting the O&G knowledge curve
The impact of in-basin sand on the US supply stack is not only the key debate in the silica industry today. It is the single most important debate in the entire US oilfield at present. Today, three-fourths of US frac sand is sourced north of the Mason-Dixon line, but there are at least 5 to 10 Permian upstarts challenging Northern dominance.
What we know to be incontrovertible is that West Texas supply is disruptive. It has already changed the conversation in the space, and it is impacting equity values, infractructure, and capital decisions. What we don’t know yet is whether it is truly transformative.
Here is a concise yet comprehensive list of the arguments in favor of Permian sand and also against it…
There’s a lot more to this story…
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