Over the past several weeks, we have spoken with many industry contacts close to the Permian Basin frac sand mining scene. Our channel checks have revealed insights on geology, plant progress, challenges, tone shift, and contracting activity.
In a two part series starting last week and concluding today, we are chronicling some highlights from our conversations with folks in the know (revisit part 1 here). In some cases, we had to read between the lines to derive conclusions. In other cases, we pieced together nuggets from several different conversations to put the full story together. All these points are rooted in conversations with sources we trust, sources very close to the action.
There’s a lot more to this story…
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feature photo credit @dutchchaser