Next Investment After IAE?Expect Much Higher Oil Prices As The Cycle Comes To An End....Dan Steffens. On Oilprice.com today. Some investment ideas towards the end of the article................................................ Keep an eye on the frack sand companies (EMES, FNSA, HCLP, SLCA). The upstream companies are getting better well results by using a lot more sand to complete horizontal wells. To stabilize U.S. oil production, the upstream companies will need to complete twice as many wells as they are completing today. Demand for frack sand could double within twelve months