Infill Thinking Lifting the O&G knowledge curve
The great local sand rush of 2017-2018 has cooled off in 2019 after industry-wide frac sand pricing collapsed into a trough over the past 6-9 months. We estimate that Permian FOB mine prices are down some 65% y/y, which has put a damper on interest in expansion projects (greenfield or brownfield).
What’s going on with the operational ramp up though? Is more sand still coming? We take a look in this data-driven analysis…
There’s a lot more to this story…
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