Tag Archives: wisconsin

Is it counterintuitive to view a court ruling against an industry participant’s expansion plans as a good thing? Yes. However, in a niche where oversupply fears have crushed the stocks of publicly traded incumbents, maybe a legal governor on the expansion plans of the few can serve the greater good. …

Smart Sand Inc., the newly public Northern White producer (February IPO), announced another Oakdale plant expansion on Thursday. This is the second expansion announced already this year and the latest example of the kind of brownfield expansion that is conspiring with regional sands to make operators happy and sand investors nervous. …