Sentences with phrase «in frac sand»

As long as investors in frac sand suppliers are aware of the risks of that prolonged depressed energy prices, an overdue market correction, and industry overcapacity pose, then they can adjust their holdings accordingly as part of a diversified portfolio that can minimize the risks of devastating, permanent losses.

Not exact matches

Along with other rail companies, it's shipping more crude, frac sand and grain and it's doing more intermodal business — taking goods to another mode of transportation, such as ship or plane — than it has in the past.

The frac sand producer reinstated its lucrative dividend in November, but shares have gone sidewa...

Learn three reasons why these three frac sand suppliers might be in for further crashing share pr...

... For example, if we see a 30 % to 35 % reduction in average rig count, we estimate that raw frac sand demand could decline by as much as 15 % to 20 % from 2014 levels.

In fact, the entire frac sand industry, including US Silica's competitors, Hi - Crush Partners (NYSE: HCLP), and Emerge Energy Services (NYSE: EMES), have very strong balance sheets.

Even without any contract cancellations, 30 % of US Silica's production is exposed to potentially falling frac sand prices in the spot market, which could mean 2015's financial results decline compared to the record results of 2014.

In my coverage of U.S. Silica Holdings (NYSE: SLCA), as well as the frac sand industry in general, I've explained to readers the long - term growth potential these investments represenIn my coverage of U.S. Silica Holdings (NYSE: SLCA), as well as the frac sand industry in general, I've explained to readers the long - term growth potential these investments represenin general, I've explained to readers the long - term growth potential these investments represent.

However, should slowing global economic growth or recession result in a long - term reduction (three to five years) in energy prices, then U.S. Silica and its peers will face the prospect of their current lucrative contracts expiring and themselves sitting atop literal mountains of frac sand, while demand may have fallen off a cliff.

The long - term contracts these companies have secured for this increased production means that a short - term decline in energy prices, and thus demand for frac sand, isn't a major concern.

However, given the company's strong balance sheet, future growth plans, and the strong long - term potential future of America's shale oil and gas production, I remain bullish on frac sand producers in general, and US Silica specifically.