Infill Thinking Lifting the O&G knowledge curve
Baker Hughes US Land Rig Count Remains Stubbornly High
Latest Thoughts
March Madness – Frac Stocks Getting Crushed This Month [Chart Of The Day]
Meet The Newest Name In The Local Frac Sand Game – More Midland Mini Mine Damp Sand Capacity Arrives
Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Today
Permian Sand Mining Activity Hits New Post-Covid Highs [Chart Of The Day]
Hi-Crush Deploys A 6th Damp Proximity Mine, Encore OnCore! & An E&P’s Steep Adoption Curve Closes A Loop
Downside Scenario – What Happens To Frac Sand Demand At $60 Oil ? [Chart Of The Day]
Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…
Permian Sand Scarce Again…
Water You Doing This May 17-18? Infill Thinking Shares Agenda Sneak Peek For The Top Event Of The Year In Water Midstream
Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]
A Chat With New LML Firm Prestige Logistics Group About Their Market Strategy & Ops
Peak Pipe Prices? After A 200%+ Rip Higher Since Covid, OCTG Costs Cool Off
Eagle Ford Frac Sand New Entrant Not Stopping With Just One Plant
Atlas IPO Has Priced. Started Trading On A Tough Thursday [Updated for day one trading]
Rig Contractor Sours On Nat Gas Activity. Sees Releases & Pricing Pressure Ahead As More Gas Rigs Seek Shelter In Permian
Mapping The Public OFS Universe’s Customer Concentration From Disclosures
Everything You Could Possibly Want To Know About The NWS Plant Reopening Soon
Shale E&P Capex Is Coming In Hot [Chart Of The Day]
Atlas Launches IPO With Bullish Read-Through For Frac Sand Sector
Smart Sand Shares Blair Reopening Plan, Confirming Recent Reporting
Consensus Now Anticipates Nat Gas Activity Softening In 2023… So The Debate Has Rapidly Shifted To OFS Pricing
Rigs & Frac Crews Operator-By-Operator For 2023 As Public Gas Drilling Appetite Begins To Taper
CEO Change At A Large In-Basin Frac Sand Provider [EXCLUSIVE]
7 Takeaways From US Silica’s 2023 Market Outlook
In Other News – More Eagle Ford Sand Supply, An E&P Adopts A 2nd Proximity Plant, Detmar Inks A Fueling Deal, H2O M&A, & More…
+4 Permian In-Field Wet Sand Mines
Public Gas Rig Count Data Remains Stubbornly (Misleadingly?) Resilient
2023 Is The Year Of The E-Fleet Inflection [Chart Of The Day]
A Big Idle NWS Mine’s New Owner Is Looking To Rekindle It In 1H23
Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation
Marcellus Local Sand Mine Idled & Impaired
Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…
A Couple Notable Wellsite Storage / Last Mile Nuggets
Private E&Ps Hit The Brakes On Gas Drilling [Charts Of The Day]
Undeterred By Flattening Market Conditions, Patterson-UTI Is Still Standing Up More Rigs & Frac Horsepower
Things We Heard About Shale Gas Activity Softening On Earnings Calls This Week…
Reimagining Containerized Sand – Introducing WereWolf After Seeing It In Action [Photos, ‘How It Works’, & Analysis]
Frac Startup Is Rolling Out A 2nd Fleet This Month After Pivoting From Water To Pumping. Fleet 3 Next Year…
Sand Revolution – Updates On Market Share, Electrification, & CNG Re-fleeting
Technical Reports On Atlas Kermit & Monahans Sand Mines
Atlas Sand Plant Utilization Approached 100% Of Nameplate In 2022 & Other IPO Takeaways
Texas Ice – Permian Frac Crews Lose Days And Eagle Ford Sand Mines Fall Behind
After Four Years Of Decline, Wellsite Storage Counts Look Flat To Up In 2023 [Chart Of The Day]
Results From Impromptu Poll On Future Of Energy
Atlas Files IPO, +5mmtpa Permian Sand Capacity, $400mm Conveyor Price Tag, Autonomous Wellsite Delivery & more!
U.S. Sand Driver Shortages Have Mostly Abated, Except In One Particular Basin
Who’s Fracing In Shale Gas? Company-by-Company Analysis…
The First Evidence That Natural Gas Activity Is Slowing Down [Chart Of The Day]
Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out
