While this article does not state anything new....it mentions (twice) the import of bringing silca production back to N. America.  That and the combinaiton that Ren posted about Evonik strengthing their N. American leadership brings forth the tremendous oppurtunity that could result from this relaitonship.  Also, if you combine the difficult nature of shipping FS (high volume, low weight, high surface area - you essentially are shipping air) you can see how the HPQ solution is unique (low cap ex, modular nature, etc.).  It is a great time to be a shareholder in both HPQ and PYR in my view.