Quick Thoughts

Over the weekend, we broke the news that 1845 is shutting down its oilfield division and selling their commercial operation (see link). This morning, we had a chance to talk about the news by phone with 1845’s President… Login to see the full update… To read this update and receive …

More bad news in the sand hauling space… 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 expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

How will higher gas prices translate to frac sand demand? Important context here… 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 expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

An interesting photo from the last mile logistics business crossed our desk – and we think we have the explanation. Plus we follow up on a guest post from about a month ago with more information and a video… Login to see the full update… To read this update and …

How is local sand activity faring regionally? Find out here… 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 expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

Leveraging work done by the data science team at Lium, we share a peek ahead at 2023 base case shale activity expectations for spending, frac and rigs. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Who’s plant is the busiest plant? We ran the numbers and… 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 expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

Catching up on frac sand mentions in pressure pumper market commentary over the past couple months, these three things stood out as some of the more interesting things pumpers said about their biggest consumable: 1.. 2.. 3… Login to see the full update… To read this update and receive our …

A data driven look at why proppant is the best indicator of oil production known to the shale industry… 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 expired, renew here. (Current members login here.) Members get …

Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …