Infill Thinking Lifting the O&G knowledge curve
Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook
Latest Thoughts
Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…
Checking In On Smart Sand As They Enjoy Macro Tailwinds And Refresh Their Last Mile Kit
Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]
Wellsite Storage Piles For Dry Sand?
When Sand “Goes Down Crunchy” & Other E&P Hot Takes On Their Frac Supply Chains…
Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape
Haynesville Sand Supply Update [DATA ALERT]
ProPetro’s Predictive Pressure Pumping Points
MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
MidCon Supply – Steady Eddie [DATA ALERT]
Super Major Shale Plans…
Nat Gas Basin Fracing – A Half Dozen Notable Nuggets
New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]
In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet
A Mixed Bag Of D&C Signals In 1Q26 [Chart of the Day]
NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
10 Frac Anecdotes From The Sidelines Of An Industry Event This Week…
Sand Mine Activity Trends By Region [Data Alert]
Power. Sand. Water. Shale Is More Than Oil And Gas…
It was great to see many of our readers today in the Woodlands at the frac conference. As we hit the road to go back and think about what we’ve learned, we wanted to flag four upcoming industry events that we’ll be at and you should be at. The Oil …
Read More »A Boring Quarter For Permian Local Sand Supply [DATA ALERT]
Merger Monday – OFS Context For The Latest E&P Mega-deal…
D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]
Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers
Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]
Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
The Struggle Is Real [Slide Deck Alert]
At Least Half The US Frac Fleet Forced To Stand Down [Post-Freeze Update]
Halliburton Sees No Seasonal Frac Rebound In Q1
Pre-Freeze Update 2/2: A ‘Frac Blackout’ And Basin-By-Basin Situation Briefing…
Pre-Freeze Update 1/2: Common Threads In Our Channel Checks On Frac Preparations Across The Basins…
7 Key Points To Listen For As Oilfield Earnings Season Starts
10 Potential 2026 Frac Surprises
The 1Q Weather Wildcard Is Here…
Midland Basin Leads the Super-Long Lateral Boom
The 1st Datapoints About The 1Q Rebound Are Pointing In The Right Direction [Chart of the Day]
OFS Context For The Latest E&P M&A Rumor…
Don’t Call It A Comeback, But The “Mom & Pops” Still Matter… [Chart of the Day]
Hauling Headaches Intensify In January 2026
2026 Texas Sand Prices Picking Up Right Where 2025 Left Off… [Data Alert]
“Vene-shale-a”? Quick Thoughts On Venezuela Actions Relevant To US OFS & E&P Firms
Permian Dry Sand Coming Back Into Style? [Chart Of The Day]
10 Key Frac Market Data Themes To Watch In 2026
A Brief Situation Report On Trucking In The Frac Supply Chain As The New Year Begins…
2025 Shale Stats Summary & Final Shale Monthly Of The Year [Data Alert]
Our Top 25 Reports Of 2025
Today’s New In-Basin Sand Supply Data Includes One New Mine And Several Closures [Data Alert]
+1 Local Sand Mine Coming To The Far West US O&G Industry…
Pet Coke Stocking Stuffers? Data Shows Some Promise [Data Alert]
