Smart Sand(SND) - 2023 Q2 - Earnings Call Presentation

Projected to Increase by ~5% (MILLIONS OF TONS) Positive Note: The chart above compares sand demand to sand supply by basin. Northern White Sand supply (W/J/L/MO) is available to meet frac sand demand in basins where in-basin supply is not sufficient to meet in-basin demand Smart Sand now has Second Largest Annual Capacity of Northern White Sand Providers in North America Northern White Proppant Market Share by Provider(1) (Total capacity in mmtpy) Source: Rystad Energy as of February 2023 PIPER SANDLER 13 ...