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weird link doesn't work try searching this: Proppant prospects...

  1. MightyChina
    388 Posts.
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    02/03/16
    17:08
    Post #: 17168776
    weird

    link doesn't work

    try searching this:

    Proppant prospects for industrial minerals
    ceramic proppant supply and demand trends
    O'Driscoll

    presentation is from 2015

    this also reminds me of a question asked at NAPE...what would buy if you had x number of millions?

    the answer was looking at minerals (ie likely kaolin/bauxite), ie key ingredient in proppant
    Last edited by MightyChina: 02/03/16
    LWP Price at posting: 0.4¢ Sentiment: None Disclosure: Held
    Likes Created with Sketch. 1  Upvote
    lightbulb Created with Sketch.  Great analysis
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