Frack Sand Update -- May 29, 2018

From SeekingAlpha: Summary:

• three public capable frac sand companies face increased competition from a new, gigantic entrant.
• the three companies have navigated the downturn and transportation constraints to serve the skyrocketing Permian oil and gas market
• important factors going forward will be the crude oil price, continued transportation constraints, the Dunes Sagebrush Lizard, new OSHA regulations, finding enough truckers, and managing logistics. 

Best update I've seen. Archived.

Linked for educational purposes, not for investment purposes.