Quick Thoughts

Reliable context for the biggest breaking news stories

US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]

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 …

Read More »

Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]

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 …

Read More »

A First Look At 2023 D&C Activity Expectations

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 …

Read More »

The Top 10 Busiest Frac Sand Mines In The United States Of America

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 …

Read More »

Meet The E&Ps [Simulfrac Series]

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 …

Read More »