Infill Thinking Lifting the O&G knowledge curve
This week, we digested an update from a frac market leader…
As a key takeaway, NexTier’s frac pricing is recovering nicely, but they specifically cited two supply chain issues as slowing down their frac crews in 3Q26, specifically a) Eagle Ford sand availability, and b) Permian trucking tightness.
On September 14, 2026, we wrote about those exact same issues in a piece titled Texas Frac Supply Chain Frustration Grows On Two Main Fronts… and in our earnings preview 2 weeks before PTEN’s report, we wrote “We think trucking and sand in south Texas may be mentioned as gating factors by some companies on their calls this quarter.”
There’s a lot more to this story…
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