Tag Archives: frac sand

DEVELOPING: Did A Crucial Last Mile Legal Battle Just Come To A Close?

There’s some big news breaking in one of the longest running completions logistics legal battles. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis …

Read More »

Direct Sourcing Adoption Trends [Chart Of The Day]

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …

Read More »

Of Spending And Sand [Chart Of The Day]

Today, we extend our coverage of the 2019 oilfield outlook by responding to a question readers have recently asked us about the addressable market for frac sand. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

Read More »

Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]

In light of recent contract enforcement news, we constructed this time series on a sand producer’s key customers. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

Read More »

Proppant Inventories Swell

Prior to 3Q18 earnings season, we singled out inventory trends for the frac sand producers as an underappreciated financial metric worth keeping an eye on. While many analysts do a good job of keeping up with volumes, pricing, and contribution margins, we believe that inventory balances and turns can also be …

Read More »