In this update, we share a note from the road where we spotted something interesting… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or …
Read More »In The New Pet Coke Proppant Game, An Angle For Local Sand Plants?
In this update, we ponder a proppant transport angle that might be a tangential angle on a new trend that local sand plants can exploit to fend off substitution risk and E&Ps can use in as an alternative to heavily patented pet coke proppant… There’s a lot more to this …
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