Quick Thoughts

Reliable context for the biggest breaking news stories

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 …

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Eagle Ford Local Mines Getting Busier [Chart Of The Day]

A data-driven look at operating activity trends for the South Texas local frac sand mining 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 Exclusive research update newsletters …

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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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