Monthly Archives: September 2012

The law of supply and demand – an analyst shorts a frac sand play

Posted on September 8, 2012 by Mike O'Connor

Click HERE to read “The Coming Tsunami in Frac Sand Supply” – an article by a financial analyst who shares my view that frac sand plays aren’t a really good investment right now.  There’s slow growth in demand (consensus view … Continue reading →

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A law-firm’s guide to rolling over citizens

Posted on September 7, 2012 by Mike O'Connor

Click HERE for a promotional presentation by a local law firm that wants to help frac sand promoters expedite their permit applications.  The basic premise of the pitch is that all that “health, safety and welfare of the citizenry” stuff … Continue reading →

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Definitive presentation on the economics of frac sand mining

Posted on September 7, 2012 by Mike O'Connor

Click HERE for a very detailed presentation about the economics of frac sand in the global fracking context.  This is an industry presentation that is a great source of information, statistics, and context. Here are the conclusions they arrive at: … Continue reading →

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The Economics of Sand Mining in Buffalo County

Posted on September 3, 2012 by Mike O'Connor

Hi all, Carl Duley and Steven Deller of UW Extension have just published a report on the economics of sand mining in Buffalo County. Click HERE for the complete report What follows is the executive summary. ____________________________________________________________ THE ECONOMICS OF … Continue reading →

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