Infill Thinking Lifting the O&G knowledge curve
Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US.
The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in early-October we provided some initial thoughts on the potential transaction and its market implications.
In this update, we address some of the broader market implications of this transformational deal – no regurgitated financial details or management quotes.
There’s a lot more to this story…
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