Sample — illustrative data

Benchmark Assessment Report

What you receive after the no-cost review of your last twelve months of chemical spend.

Prepared forDrilling fluids company (illustrative)
ScopeLast 12 months · 6 chemical lines
BasisLanded cost — freight, duty, handling included

1 · Executive summary

Twelve months of chemical spend ($3.85M across six lines) was benchmarked against qualified international supply on a full landed-cost basis. Three lines show a commercial gap worth pursuing, one line shows a gap that requires technical validation before it can be counted, and two lines are already within market range — we recommend no action on them.

$3.85M
Annual spend reviewed
6
Chemical lines benchmarked
$311–370K
Indicative annual opportunity
3 / 1 / 2
Pursue / Validate / Hold

2 · Cost position by line

Chemical line Annual spend Indicative gap Annual opportunity Recommendation
Calcium chloride $620K −24% $149K Pursue
PAC LV $480K −22% $106K Pursue
API Bentonite $310K −18% $56K Pursue
Xanthan gum $390K −15% $59K* Validate
Lubricants $850K −9% · within range Hold
Barite (API 4.2 SG) $1,200K −4% · within range Hold

*Gap is real but the product is specification-sensitive downhole; the saving is not counted until samples are bench-tested for equivalence. Holds are a finding, not a failure — on these lines you are already buying well, and we say so.

3 · Recommendation & way forward

  • 01
    Pursue (3 lines): qualify alternative suppliers for calcium chloride, PAC LV, and API bentonite — documentation, certifications, and samples bench-tested against the products you run today.
  • 02
    Validate (1 line): xanthan gum proceeds to technical equivalence testing first; the commercial case is confirmed only if the spec holds.
  • 03
    Pilot: one controlled order on the strongest qualified line, with scope, specification, and acceptance criteria fixed before shipment.
  • 04
    Scale: documented pilot performance decides scale-up, line by line. No stage skipped; no obligation to proceed at any point.

4 · Basis & notes

  • Spend data is treated in strict confidence; an NDA is available before anything is shared.
  • All comparisons are made on landed cost — unit price plus freight, duty, and handling at your delivery point.
  • Gaps are indicative, based on current benchmarking against qualified supply, and subject to supplier validation.
  • Compensation, if you act on the findings, is a gainshare on savings actually realized — agreed in writing before anything moves.
Uptinergy Inc. · Sourcing Strategy & Supply Chain Advisory · Calgary, AB ahmer@uptinergy.com · +1 780 699 1525