It Floats! Positive Water Midstream Datapoint From Diamondback Spinco IPO

The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y).

What’s going on with operations though? Is more sand still to come? We take a look in this data-driven analysis…

There’s a lot more to this story…

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