With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins.
This chart provides a glimpse of how we view demand in the Eagle Ford compared to the Permian Basin quarterly over time. Discerning eyes will rapidly notice three key points
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