slca, snd

[mkarpoff]

I don't know if anyone noticed, but the frac sand companies are up 100% in recent months. What prompted me to look is an article I just finished in National Review, which just arrived. You should all get a copy and read it. Among other interesting facts it mentioned that frac sand is now over $70/ton, where previously it was about $20/ton, and the drillers can't get enough to increase the number of wells even if they wanted to. Amazing.

[dan_s]

Supply chain issues for casing and sand are going to take time and lots of diesel to fix.