Infill Thinking Lifting the O&G knowledge curve
In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & more…
Latest Thoughts
PRB Frac Activity Map & Stats [Graphic Of The Day]
New Ownership News Coming Soon On A South Texas Frac Supply Chain Bankruptcy?
Adding A Northern Powder River Basin Frac Sand Mine To Our Monitor… Here’s A Research Deep Dive On The Operation
Permian E&P Activity Indicator On Track For Best Month In Over A Year [CHART OF THE DAY]
The AI Data Center Power Trade’s Hidden Variable Could Re-Price Tight Oil Plays
New D&C Trends [Shale Monthly Activity Data Alert]
Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 3Q26 [Operator Handbook Series]
Local Sand In Bakken / Rockies Hits New Milestone Driven By Utah [Data Alert]
Sand. Power. Water. September. October. November.
In the time between Labor Day and Thanksgiving this year, we will be on the road a lot to participate in 5 key industry events. The conferences cover 3 of the shale industry’s top categories (each with robust addressable markets). We hope to see you at some of these. Today, …
Read More »Haynesville Sand Supply Update [DATA ALERT]
Specter Of 4Q Budget Exhaustion Looms Large [DATA ALERT]
A Second Attempt At Self-Sourced Appalachian Local Sand [SCOOP]
Amazon Joins Microsoft In The Emerging Permian Delaware Basin Hyperscale Data Center Trend
E&P Operator Frac Supply Chain Procurement Datapoints: Local Sand Conversion, Supersized Waynesville Loadings, Vertical Integration, Deflation & more…
Seasonality & Strong Demand Boost Northern Mines [DATA ALERT]
E&Ps Start Acknowledging Service Pricing Power
ProFrac’s Key Points On Frac & Sand Markets As They See A Very Early Start To 2027 RFP Season
Permian Frac Sand Sets A New Record [DATA ALERT]
Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…
5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call
One Step Forward, One Step Back For This Pressure Pumper’s Sales
NexTier Is Riding The Wave With Shale OFS In Upcycle Mode
ProPetro Frac Outlook Summary: Fleet Reactivation, RFP Season, Pricing & Sand Strategy Updates
The Latest D&C Trends [Shale Monthly Activity Data Alert]
A Dragon’s Strange Journey From NFTs To Proppants
Key E&P Trends From Early Public Operator Earnings Reports So Far…
Near-Basin Frac Sand Growth Is Progressing North Of Border [Deep Dive On A Unique New Project]
Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm? [Data Alert]
OFS Earnings Learnings – Some Common Threads To Pull On…
Liberty Describes Frac Market Conditions & Slurry System Deployments
Halliburton Describes “Bumpy” North America Recovery, Focuses On Int’l Growth Opportunities
New Slide Deck On Oilfield Trends [Data Alert]
Into The Land Of Enchantment A New Frac Sand Plant Comes
Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…
7 Themes To Watch When Oilfield Earnings Season Starts Next Week…
Bankrupt Frac Sand Mine Analysis Shows Part Of The Reason South Texas Supply Chain Is So Tight
Worth A Mention… War Drums Beat Again, Uninvestable Market? MGGA, Getting The Band Back Together Again, A New BTM Alliance, & more…
BTM Power Gen Database Update [Data Alert]
Digging Deeper On The Permian Sand Story De Jour With Some Big Picture Themes From Our Topic Exploration
Diving Into The New Debate In Frac Sand
In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…
The Top 25 Oilfield Research Reports & Themes Of 2Q26
Power Points – 7 Quick BTM Takeaways From Permian Power Industry Conversations
Eagle Ford D&C Signals Continue To Shine
Permian Basin Sub-Market Frac Sand Supply/Demand Dynamics [CHART OF THE DAY]
Mine Ownership Change Finally Announced… Thoughts On The Deal
In Other News… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…
Sand Buyers Should Adopt This New Cost Calculus As Strained South Texas Mines Start Hot Loading
Frac Sand Pricing Update [Data Alert]
