RE:US Silica - "we are essentially sold out of sand proppant"From what I recall Select Sands has an Abundance of sand , the best quality Northern White sand all in Arkansas 1000 miles closer to the perminium basin. Back around 5 years ago when Frac sand was in huge demand Select Sand ran to almost 2 bucks. That may sound aggressive but you never know.
I think Select Sands did well to stay afloat the last couple of years when others did not. It sure would be nice to see them get back to 150,000 ton's per quarter. Over all market conditions look good for the Oil & Gas Industry.
WE should have a good idea by mid May as to how the first quarter will look like. I'm hoping for 115,000 - 120,000 tons