Frac Sand’s Separation From Traditional Drivers Introduces Forecasting Risks [Charts Of The Day]

Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022.

That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew on Twitter.

The key question that emerged was:

There’s a lot more to this story…

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