Earlier this week, first Halliburton and then Anadarko roiled the water by challenging the multi-year trend of more frac sand pumped per well. What was surprising about the remarks was that they pointed to not just plateauing in the trend but a reversal.
Following their remarks on inflection, some other companies have taken the other side of the debate. We summarize the action with a debate card and summaries of the key points made.
There’s a lot more to this story…
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