We listened to four public frac sand company conference calls last week. Here are the polished market intel points that we screened out from the raw feedstock of these calls. Feature image: Stack Sizer® wet sizing frac sand, courtesy of Derrick Corporation There’s a lot more to this story… Login …
Read More »Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger.
Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news. There’s a …
Read More »Smart Sand Asks The Railroads To Not Give Up On Frac Sand; Makes The EUR Case For NWS
Smart Sand yesterday launched a new quality defense in the Northern White Sand vs. In-Basin debate. Management cited customer requests for conductivity testing, specifically for 100-mesh sand. They also appealed directly to railroads not to give up on the frac supply chain. We discuss… There’s a lot more to this …
Read More »Will Smart Sand Move Forward On Kermit Plant Construction Once Their Permit Is Approved?
Smart Sand has been on the fence on whether to build a Permian mine since last year. Here are the latest details on their plans as we await the next round of management commentary on the status of their intent to build. There’s a lot more to this story… Login …
Read More »A Permian Plant Is Not In Smart Sand’s 2018 Budget, But A Last Mile Solution Is…
Smart Sand’s 2018 budget is $85-$95mm. $71mm of that is spoken for with their Oakdale plant expansion, efficiency enhancements and routine maintenance. The $19mm remainder (at the midpoint) is where things get interesting… Will they go with boxes or silos? We think we have the answer… There’s a lot more …
Read More »Smart Sand Is Still In A Holding Pattern On Permian Plant Construction
This week at an investor conference, Smart Sand discussed their latest thoughts on building an in-basin plant in the Permian. 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 are …
Read More »Permian Frac Sand Scattershooting Part 2: Smart Sand’s Plan, Well Performance, New Contracts, Delaware Usage
Another installment in our popular series of tidbits on Permian Basin frac sand mine scene happenings. 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 are new to Infill Thinking, …
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