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

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