There is a new discussion topic over in our members-only discussion forum today.
Click here to read the full thread and discuss
In it we ponder whether enough Permian transload capacity is in place to service demand growth if in-basin frac sand mines fall short of expectations.
Understandably, investment appetite in transload has waned as in-basin mines have prolifereated. So we think through a hypothetical where known risk factors derail a material amount of projected local sand supply next year. We invite you to read the full thread and discuss it in our Thinking Aloud forum:
There’s a lot more to this story…
Login to see the full update…
Members get:
- Exclusive research update newsletters
- High-caliber, data-driven analysis and boots-on-the-ground commentary
- New angles on stories you’ll only find here
- No advertisements, no noise, no clutter
- Quality coverage, not quantity that wastes your time
- Downloadable data for analysts
Contact us to learn about signing up! [email protected]
photo of the day from social media:
No Title
No Description