Excerpt From TPH Energy Morning Note On Friday February 16

Q1’18 Sand Delivery Issues (Part I) Sand rail constraint rumblings real but magnitude may be overblown Sector:Oil Service | Ticker: OSX | Recommendation: NA | Target: NA | Close: $136.55 Yesterday HAL noted sand delivery constraints associated with the Canadian National Railway (“CN”) are impacting activity (i.e. cold weather impacting ability for unit trains to […]