Big but not surprising. That’s how we’d characterize the UP’s frac sand news this week. We break it down, providing plenty of Infill Thinking context for reference. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »The Manifest Shift Just Got Real With “Some Lumps” In Implementation. Meanwhile, Sand Cars Decline. [5 Train Takeaways]
It’s earnings season and if your office looks anything like ours, you’re probably up to your eyeballs in reading material. So we’ll cut to the chase 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 …
Read More »As Eagle Materials Hits Their Commercial Production Ceiling, More Northern White Capacity Is In The Cards
Some key takeaways from the first frac sand supplier report this quarter have read through for the broader frac sand market. 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 …
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