Tag Archives: frac sand

Candid Covia CEO: “Oversupply Is Upon Us”

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

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Atlas Sand Has Shipped First Tons From Kermit Plant

First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

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