Equity Field Notes from temporal sources

[DanWebzster]

EMES and CVIA are frac sand producers that have dipped precipitously on news that well completions are being delayed by takeaway constraints.

Oil demand may not support more completions during the remainder of 2018.

When E&Ps start focusing on their 2019 production goals, cheap brown local sand demand may not not pick up as fast as northern white.

E&P companies are increasingly asking for conductance tests from potential suppliers.

Under these circumstances, CVIA & EMES may recover most rapidly.