Interesting new data points on wet sand that buck the trend this year… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership …
Read More »Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?
A question we get from industry contacts from time-to-time is “what’s the price spread between wet and dry Permian sand.” So here we did some math and reverse engineered a wet/dry price spread… interesting exercise, and we share it plus some implications. There’s a lot more to this story… Login …
Read More »Deals Announced For Two More Mini In-field Mines For The Permian… But These Might Be A Longer Term Play
More sand hyper-local sand capacity is in the works, but it might stay in the works for a while… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new …
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