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Investor Presentaiton

ESG Focus - Sand by Rail vs. In-Basin Sand Proppant customers have a choice: use in-basin Sand delivered by truck from the mine or Northern White Sand delivered by rail into a terminal. ◉ To deliver 1 million tons per year, ~40,000 truckloads required to deliver sand to the wellsite ■ In-basin Sand typically is ~100 miles from the wellsite Terminals to deliver sand are typically ~ 50 miles from the wellsite Using Northern White Sand railed into a terminal can reduce the amount of truck activity on the roads by up to 50% due to closer proximity to the wellsite than in-basin supplies Terminal In-Basin Mine 4 million miles on roads to deliver 1 million tons Wellsite 8 million miles on roads to deliver 1 million tons Wellsite Delivering sand from a terminal has a number of benefits: ◉ It reduces the number of trucks on the road and diesel consumed due to lower total miles traveled. It reduces the probability for accidents and reduces traffic congestion on local roads. Terminals can be strategically placed on the customer's acreage to reduce truck time on public roads. Miles driven can be reduced further by not shipping sand in box solutions. Most box solutions hold between 20 and 25 tons of sand while trucks can hold up to 35 tons. Therefore, the number of trucks on the road can be further reduced in some areas by as much as 50%. 26 smartsand® Mine to Wellsite Solutions®
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