The unrivaled STACK E&P leader (and major Delaware player) said this Wednesday that they have contracted all of their 2018 frac sand requirements. This is newsworthy in and of itself, but more noteworthy is the geographical sourcing. We provide details and think through the market implications here. There’s a lot …
Read More »This Large Permian Operator Will Cautiously Start Replacing Northern White Sand With Local Next Quarter
We’ve heard from a lot of sand producers lately on the prospects of and plans for in-basin sand. More important of course is the commentary from E&P companies. We’ll be hearing a lot more from them as 3Q17 reporting season rolls around here in about three weeks. Here’s what one …
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