The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes] June 17, 2024 Quick Thoughts Read More »
Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY] June 14, 2024 Quick Thoughts Read More »
A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY] June 11, 2024 Quick Thoughts Read More »
Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs June 7, 2024 Quick Thoughts Read More »
In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more… June 4, 2024 Quick Thoughts Read More »
Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day] May 31, 2024 Quick Thoughts Read More »
Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT] May 27, 2024 Quick Thoughts Read More »