Are US Frac Sand Carloads Peaking? Big Rail Execs Eye In-Basin Sand For Both Risks & Opportunities

Along with earnings last week, Union Pacific reported that their minerals volume increased 71% in the quarter, driven by an increase of over 100% in sand shipments due to improving well completions and increased proppant intensity per well. How long will the growth in railed sand shipments last and what will rail companies do about in-basin sand? We’ve got data and analysis here…

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