Infill Thinking Lifting the O&G knowledge curve
Live From New York… It’s 2025 Shale Outlook Time!
Latest Thoughts
You’ll Be Seeing More Of These Labs At Mines And Fracs Across The L48… [Notes From The Road]
Twin Eagle Elmendorf Still Towering In South Texas Frac Sand… [Notes From Behind The Gate]
Hat Tip To The Frac Crews – Incredible Efficiency Gains [20 Years Of Shale Data Series]
General Thoughts From Last Week’s Eagle Ford Field Trip [BOOTS ON THE GROUND]
Pile Scoop Confirmation
Shale Activity Trends Stagnant In Latest Monthly Activity Data Run [Data Alert]
3 Fast Facts For Frac Folks To Know… People On The Move, Fracing Goes To Wall Street, & Field Chatter About Cuts
Permian Permit Pop Follow-Up [CHART OF THE DAY]
3 Major Disruption Phases Of Permian Frac Sand Sourcing [20 Years Of Shale Data Series]
Hard Times In Frac Trickling Down To Field Workforce?
Sand Truck Fleet Ranking Takeaways From A New Data Download [Data Alert]
In Other News… Frac HHP Pricing Turbulence Continues, Sand Hauler Push/Pull Anecdotes, Eagle Ford Trip Next Week, Liberty Talks Supply Correction, & more…
In-Basin Sand Frac Sand Mines Outnumber Out-Of-Basin Sites 2-To-1 [MAP ALERT]
The 2nd Expansion Phase In Local Frac Sand History Is Winding Down
Haynesville & MidCon Sand Supply Stack Trends [Data Alert]
Examining Private E&P Consolidation & Their Drilling Fade [20 Years Of Shale Data Series]
U.S. Shale Turns 20 Years Old [Anniversary Data Series Kick-off]
We Reiterate A Warning About Shale E&P Capex [DATA ALERT]
Shale Players Look Forward To Powering The AI Data Center Revolution [Chart Of The Day & Hot Takes]
Public Shale Operator 2024 Campaign Index [43 E&P PROGRAM NOTES]
Marcellus / Utica Shale Takeaways From Pittsburgh
E&P Talk About Deflation Surprises & Taking Advantage Of Service Market Conditions
ProFrac Confirms AST Acquisition And Idles A Haynesville Mine As Soft Frac Market Conditions Weigh On Results
Efficiency Is The Name Of The Game In Frac – Completions Ops Datapoints From Public E&Ps
Atlas Says Permian Spot Sand Prices Approaching Breakeven Will Force Competitor Plant Shutdowns
Local Frac Sand Mining Enters A New State, While The Original North Dakota Mine Closes [Data Alert]
Wave Goodbye… Key Takeaways From A Sand Producer’s Final Earnings Report As A Public Company
Catching Up With Cudd As They Grapple With “Fiercely Competitive Bidding” And More Capacity In Frac
ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
E&Ps Talk OFS Pricing Trends On Early Earnings Calls
Update On Eagle Ford Sand Supply Stack Ahead Of Upcoming Field Trip [DATA ALERT]
Permian Flow Assurance Risk Alert – The 6th Biggest TX Earthquake Ever Recorded Just Shook The Midland Basin
NexTier Says Tier 2 Frac Service Pricing Has Dropped To Breakeven Levels
How Do Frac Leaders Expect The Rest Of 2024 To Look? [Chart Of The Day]
With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…
In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
Permian Local Sand Activity Hits A New All-Time High [Data Alert]
A Big Potential Development In The Wet Sand Pile System Game [SCOOP]
Key Takeaways From Liberty’s Moderating Frac Outlook
Big Red’s Outlook Dinged By Frac Contraction
U.S. Frac Sand Mines Worked Harder During 2Q24 [Data Alert]
Shale Consolidation Kings [Charts Of The Day]
Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
New Mexico’s New Crackdown On Permian Oilfield Water Disposal Highlights Flow Assurance Risk
So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…
Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Lower WTX Sand Prices Are Now BAD News For CUSTOMERS… [Data Alert]
Permian Proppant New Entrant Update: Texas Wet Sand
Frac Crew Efficiency Hits New Record High [Data Alert]
