Way back in March 2018, we speculated in this piece that Antero might be looking to vertically integrate sand mining, predicting that their most likely path forward would be building a regional / in-basin 2-2.5mmtpa greenfield mine (read more).
It only took 3.5 years, but fast forward to today and it looks this prediction might finally be coming true.
There’s a lot more to this story…
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