2026 Formal Shale Capex Budget Analysis Pre-War [DATA ALERT] March 13, 2026 Quick Thoughts Read More »
Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY] March 10, 2026 Quick Thoughts Read More »
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New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert] February 13, 2026 Quick Thoughts Read More »
Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet February 10, 2026 Quick Thoughts Read More »