Situational Awareness – 7 Short Briefs On Distressed Frac Sand Company Happenings August 13, 2020 Infill Thoughts Read More »
Here Lizard Lizard Lizard… DSL Rears Its Head Again, This Time Factoring Into Permian Sand Bids August 13, 2020 Infill Thoughts Read More »
Frac Focus – Pressure Pumping Market Color From 6 Firms That Control About 1/3rd Of The NAM Frac Market Today August 4, 2020 Infill Thoughts Read More »
In March, Two Land Drillers Had More Active Rigs Than The Entire US Does Today & They Agree There Is Still Downside August 3, 2020 Infill Thoughts Read More »
Still Some Work To Do, But Big 2Q20 Cuts Helped US E&Ps Get Back On Budget Track [Chart Of The Day] August 3, 2020 Infill Thoughts Read More »
US Silica On Track To Harvest $27mm In Customer Shortfall Payments During 2Q20 and 3Q20 July 31, 2020 Infill Thoughts Read More »