Permian Dislocations

We’re highlighting Permian sand supply / demand after attending the Houston Frac Sand Conference and reports of improving prices (first reported by InfillThinking). As a broad takeaway 1) Permian sand demand has experienced a sharper than expected pickup in January 2) causing a number of dislocations in the logistics chain and 3) exacerbated by slowing supply additions and mine outages.

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