Infill Thinking Lifting the O&G knowledge curve
SHALE SLUMP SIGNALS: Key Datapoints In 6th Week Since Oil Crash
Latest Thoughts
Frac Sand Plant Activity Trends By Region [Chart & Data Alert]
Takeaways From Our Industry Conversations In Fort Worth This Week
Northern / Western Local Sand Mine Update [Data Alert]
ProFrac Sees The Pullback Starting Now…
7 Noteworthy Nuggets On E&P Frac Sand Procurement
Atlas Talks About Permian Sand Downturn
SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash
In Other News… Sand M&A Rumors, Carrier Ownership Change, Calm B4 H2O Storm?, Frac & Mine Datapoints…
A Distressed Sale In Pressure Pumping? [EXCLUSIVE]
Eagle Ford Local Sand Supply Update [DATA ALERT]
Frac Reacts To Trump’s Call For Enforcement Of Trucker English Requirements
Catching Up On ProPetro And RPC
SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash
Tragic Eagle Ford Sand Fatality
Weakness Is Not Yet Showing Up In Activity [Data Alert]
Seen In The Field: Sand Container Wellsite Storage System Innovating & Evolving [Exclusive]
In Other News… A Key Frac Sand Hire, STX Local Sand Updates, Hauling Datapoints, Sand Down Under, & more…
NexTier Customers Not Slowing Yet, But White Space Is Coming Unless Oil Rallies
Frac Sand Mine Efficiency Gains – Production Outperforming Plant Activity [Data Alert]
SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash
Halliburton Ups VoltaGrid Stake By Hundreds Of Millions Of Dollars As Seasonal Frac Rebound Comes In Light…
Liberty’s Steadfast Outlook & New Details On A Wet Sand Mine Relationship
Water You Doing May 5-7?
The Most Uncertain Oilfield Service Earnings Season Since Covid Kicks Off Tomorrow… 10 Things To Listen For
The Tea Leaves Aren’t Showing Shale Slowdown Signals… Yet… [CHARTS OF THE DAY]
Here’s Where Sand Prices Stand Headed Into The Macro Turmoil [Data Alert]
With The Oilfield Staring Into The Abyss, We Talked About Downturn Risks With Contacts In Houston This Week…
Illustrating Iron Oak’s Imprint – Rich History, Growing Platform
What Happens To Permian Sand When We Run $60 & $40 WTI Prices Through Our Model? [DATA ALERT]
See You Tomorrow In Houston! Some Thoughts Headed Into Petroleum Connection’s Sand Conference…
How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?
Permian Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]
A Black Swan Macro Storm Is Here… Shale Channel Checks & Initial Thoughts On Outlook Reassessment
Checking In On A Permian Wet Sand Supplier On Their 1-Year Anniversary
Sleeping Giant – A Frac Primer On The Haynesville
Atlas Dune Express Conveyor Update – Takeaways From Our CEO Chat & Site Visit
A Utah Mine On The Move…
1Q25 Key Themes And March Shale Activity [Data Alert]
Read Many Times… Top Research Of 1Q25
In Other News… Family Values, Crew Releases, E&P M&A Confirmation, A Silo Cave-In, H2O Trends & more…
Despite Soft Rig & Crew Counts, Proppant Is At Record Highs [Chart Of The Day]
Another Sand Hauler Headache Emerging In Early-2025
Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]
Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]
When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle
Public E&P Production Data Analysis 1Q25 [Operator Handbook Series Part 2 / 3]
Trump Needs Lower Oil Prices Even If That Triggers A Heavier OFS Downcycle
Checking In On Private vs. Public E&P Rig Counts During This Period Of Drilling Apathy [Chart Of The Day]
1Q25 Rig & Crew Count Guidance From The E&Ps [Operator Handbook Series Part 1 / 3]