Northern White Mines At Risk Of Closure

We force ranked all 50 Northern White mines, identifying 35 MM of capacity that could be shuttered if the sand market becomes oversupplied in 2018/2019 (which we are anticipating). Separately, we have also ranked each of the 350 Permian rigs by drilling efficiency, noting that HP rigs are outperforming while ICD and PDS are both lagging.

For access to the full report visit: https://corasresearch.com/coras-trends/