I've also started to learn any about Silica.
Not only, but in biggest part beginning with VRX.
Was pretty surprised, about some circumstances, looks to be given in these market.
Not only, but also about the (nearly) "crime stories", which are connected to these Sand.
Whatever, my basic message should be:
I also guess on the looooong time horizon the Sand "Story" shouldn't get weaker, rather Opposite. It partly still looks pretty, pretty urgent, if you see it from the (international) demanding side, as from what I know. But I'd focus NONEtheless much more on the Projects/(pot) Resources, than the Market. As kinda "sweet kicker".
Also dont like these things(kinda like) "At these Gold price the Project is crap, but @2.000 bugs it would be phenomenal"(or whatever). I guess these pot future operation(s) don't really need a rising commodity price. Which is pretty good, not much can claim. So I would take it as potential sweetener on Top. But no more.
On the Demand side:
I've yesterday also read an article "Experts warns on Building Delays, because of Resource Scarcity". But only seen in german, these articles also not allowed to link here, AFAIK.
Some similar things, in international Contexts, you can see here:
http://www.google.com/search?ei=UO2...ab..9.8.2356...33i21k1j33i160k1.0.eBNS8jG6axs
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