just reading a post about a large ceramic proppant manufacturer...CARBO ceramics
http://www.ceramicindustry.com/arti...egatively-affects-carbo-ceramics-2015-results
loss of revenue attributed to falling rig count, 4th quarter of 2015 down 66% compared to same quarter 2014.
rig count has fallen since
bears everywhere
here's my bear of the day, petroleum geologist, set of slides from a recent Houston presentation
https://www.scribd.com/document_dow...source=embed&uahk=Y5zhxXhybWj/3QitK06RnBocZbY