Infill Thinking Lifting the O&G knowledge curve
Gauging E&P Urgency Headed Into 2022 Around 22 Key Shale Themes
Latest Thoughts
Here’s What $55 WTI Would Do To Frac Sand Demand Through 2023 [Chart Of The Day]
E&P Operators Expect Higher Net Pricing On Sand And Pumping In 2022 [Charts Of The Day]
Stress Testing Rig Count Forecast For Crude Volatility
The Eagle Ford Continues To Be A Sand Seller’s Market
E&P Oil Price Assumptions Give Some Comfort As Volatility Spikes During 2022 Budget Planning Season [Chart Of The Day]
2022 Outlook Survey Results Are In! [Charts & Commentary]
New Year Could Bring Bigger Headaches For Permian Sand Buyers…
Permian Sand Problems Are Piling Up Before The New Year
How Shale Insiders Are Dealing With 2022 Cost Inflation – Real Life Mitigation Strategies
Overwhelming Concern Around Two Key Painpoints For 2022 Shale [Exclusive Voice Of The Industry Update]
More Local Nameplate Capacity For The Permian Next Year
Pipe Problems: Here’s The Latest On Casing Constraints / Pricing From The OCTG Expert [Friday Guest Post]
Sunny Frac Sand Demand Forecast For The Permian [Chart Of The Day]
Early Voting: Our First Impressions On Key 2022 Trends As The Survey Results Pile Up
Backward & Forward Thinking On 2021/2022 Drilling Activity Trends
Looking Back Before We Look Ahead
2022 US Oilfield Outlook Survey – Upcycle Maturation
Shale E&P “Treadmill” Effect Bodes Well For Commodity Prices & OFS In 2022
Drilling Inefficiency Is Distorting Rig Count Impact On Frac Demand [Chart Of The Day]
7 Reasons Why Frac Sand Pricing Has Positive Momentum Building Into 2022
Screening Earnings For Frac Sand Market Intel
New Datapoints That Advance The U.S. Oilfield Water Narrative
Who’s Drilling The Wells You Frac?
“Permianflation” & Fleet Tracking Part Two
E&P Capex Guidance Provided Over Past Two Weeks Bodes Well For Frac Activity
Wellsite Storage – A Supply Base In Decline [Chart Of The Day]
Counting Frac Crews & Rigs By Company
10% Upside To Rig Count In 4Q21 E&Ps Say
All Eyes On Shale Well Cost Inflationary Trends
Permian Water Threat Level Rising Fast – Emergency Order On The Table?
US Silica’s Latest Frac Sand Market Outlook
BIG News For The Marcellus Shale Frac Supply Chain
Liberty Boxes Up The PropX Platform
Eagle Ford Local Sand Trends Mask Supply Disruption [Chart Of The Day]
Quantifying The Delaware Disposal Deletion [Chart Of The Day]
The Permian Oilfield Water Crackdown Continues… Now Delaware Disposal Capacity At Risk Of Regulatory Removal
A Rig Count Rarity – US Land Rig Count Down For Only 2nd Time ALL YEAR!
Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P
Permian Sand Mining Workforce Plateaus [Chart Of The Day]
“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging
Halliburton Sings 5F’s Praises; Says Net Pricing Is Back In Frac
Produced Water Risks & Opportunities Abound As Deal Flow Increases [OWC Event Takeaways]
Permian & Eagle Ford Permitting Trends Suggest Strong Finish To 2021
Trucking Is Emerging As The Most Concerning Chokepoint To Shale Growth Through 1Q22
Good News Bad News For S TX Sand Buyers
Gas Fracs Need More Sand. A Leading Haynesville Supplier Responds.
High Nat Gas Prices Add To The Intrigue In Eagle Ford D&C Market
Are Frac Sand’s Strategic Consolidators FINALLY Emerging?
Paying Off The Tease…
