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, and contracting activity.
In a two part series starting today and concluding next week, we are chronicling some of the highlights from our conversations. All these points are rooted in conversations with sources we trust, sources close to the action.
In no particular order, here are some of the interesting things we’ve heard:
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