This month in South Texas, we spent the better part of a week meeting with industry contacts, touring facilities, and combing the field for interesting angles. In this update, we’ve distilled our yellow pad full of random notes into the following digestible bullet points. Please stay tuned for several more …

Following this recent update on more local proppant capacity in the Haynesville shale, we received some inbound reader questions about the status of this regional market. Incoming intel requests spanned both the frac sand market and general drilling and completion activity in the region. So we made some calls and …

Policy whiplash continues in OCTG, but it appears to be about done now. With quotas and tariffs now seemingly set, the OCTG market can finally begin plotting its own course this year. We add up the pros and cons from recent policy changes from both buyer and seller perspectives.   …

In the Silica Valley Series introduction, we noted that commercialization models vary pretty widely in the digital last mile space. Sand Tiger, the second software in our series, is quite a bit different from most in that it was built and developed by a trucking operations company with no intention to monetize …

This week, we worked our channels to check on the latest pricing for in-basin frac sand. Our last price check was during our February trip to the Permian, and earnings season is now just a couple weeks out. So it seems like a good time for a pricing update. Log …

We learned that the leading Haynesville frac sand new entrant’s ambitions have grown since our last conversation with the company in 4Q18. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If …

Last week in the Eagle Ford, we drove by an industrial sand mining operation 30 minutes south of San Antonio. We did an abrupt u-turn when we saw a certain type of truck picking up there… There’s a lot more to this story… Login to see the full update…  To …

In basin sand for the Mid-Con seems to be coming up more frequently in our conversations with industry contacts. Here’s three recent examples followed by analysis of SCOOP/STACK drilling rig activity trends. There’s a lot more to this story… Login to see the full update…  To read this update and …

There’s a new thread over in our members-only discussion forum. In it, Infill Thinkers are discussing the implications of takeaway constraints in the Permian and the recent widening of the Midland crude price differential. Read more and add your response here >> There’s a lot more to this story… Login …

Liberty Oilfield Services may be the new kid on the pressure pumping block in the Eagle Ford, but they aren’t wasting time making a name for themselves here. Last week, we put boots on the ground in the Eagle Ford, gathering firsthand market intelligence on the local moves Liberty is …