Tag Archives: earnings season

US Silica’s New Market Outlook

US Silica provided their positive results and outlook this morning. Here is a digestible bullet point summary of the key market intel they shared plus our data for context on a couple points… There’s a lot more to this story… Login to see the full update…  To read this update …

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Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next year… 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 …

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Smart Sand’s Proppant Market Outlook

In this update, you’ll find key takeaways from the company’s earnings call that are relevant to the broader frac supply chain marketplace. 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 …

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