New Tech Highlight: CARBOAIR, page-2

Good find - They also had carbolite which had pretty good specs. It is important to keep in touch with new products on the market. Instead of a JV with the quantum leap of proppants, they have developed a quantumer proppant by the looks.

The market penetration of LWP in the US with just under 1 licencee hasn't gone to their stated plan meaning the R&D efforts of other big players will leave LWP in the sand. If specs are similar and costs are similar you have to wonder how keen others will be to pay $30million - $50million to build a new plant when they can just buy from a reputable, well-established company.