Infill Thinking Lifting the O&G knowledge curve
US Silica hosted a positive call to kick off 1Q17 earnings season for the frac sand industry this morning. The outlook provided was bullish for both demand and pricing.
The company’s commentary on the emerging Permian local sands market both validated our own thesis and introduced cautionary notes into the competitive landscape. Plenty of interesting thoughts were shared by management on the Permian and also topics like brownfield expansion, supply/demand, last mile logistics, and more…
In this update, we share our take on the eight most important points US Silica made this morning.
There’s a lot more to this story…
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