Several interesting things came out of a rail company’s write off and disclosures yesterday and as it pertains to the frac supply chain… 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. …
Read More »The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]
Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… 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 …
Read More »