Infill Thinking Lifting the O&G knowledge curve
Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today
Infill Thoughts
In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside
Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day]
US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20
Judge BLASTS Sand Abandonment. Meanwhile, Landfilling Activity Implies Negative Value For Northern White Sand
Foreclosure Sale At Big Last Mile Logistics Firm Will Likely Do Little More Than Change The Equity Structure
Tallying Up The Damage As Another E&P From Our Bankruptcy Watchlist Files Chapter 11
Permian Rig Count Ticks Higher For First Time Since March
Brief Notes On The US Completion Outlook From Thoughts Shared By Three OFS Leaders This Week
Permian Rig Count Finding Firmer Ground
