Quick Thoughts

Reliable context for the biggest breaking news stories

US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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Oxy’s D&C Trends In Focus [Operator Spotlight]

Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …

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Update On Vaca Muerta Silos

Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). This week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Chevron’s D&C Trends In Focus [Operator Spotlight]

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

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