Can lower quality, logistically advantage frac sand deposits take on and potentially displace Northern White supply railed into the hottest completions markets? This question has quickly rocketed up the controversy leader-board, becoming one of the most hotly contested debates in the entire upstream industry today.
As the first industry publication to cover the emergence of Permian sand mining back in February, we labeled the trend “potentially transformative.” That said, we are even a bit surprised by how much attention the concept is getting today, and how quickly it has captured mind-share.
In this update, read what one Wall Street titan believes as well as some thoughts of ours on this controversial subject…
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feature image credit CNBC