Quick Thoughts

Permian Sand Mines Heating Up, Figuratively Speaking [Chart Of The Day]

A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …

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US Silica’s Latest Frac Sand Market Outlook

US Silica provided their 2Q21 results and rest of year outlook this morning. Here is a digestible bullet point summary of the key market intel they shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

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The Power Of Going All-In On Simulfracing [Simulfrac Series]

Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …

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Oxy’s D&C Trends In Focus [Operator Spotlight]

Each week through the end of this month, we are illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count …

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Update On Vaca Muerta Silos

Nearly a year ago, we “guesstimated” (and then confirmed) that the first NOV SandBank deployed to Argentina’s Vaca Muerta Shale (here’s a link). This week… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has …

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Chevron’s D&C Trends In Focus [Operator Spotlight]

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

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A Study In Discipline [Operator Spotlight]

Each week through July, we’ll be illuminating the activity trend patterns of one large operator in the Lower 48 with hard data from Lium Research. While readers that provide services to these big E&Ps (or pay attention to company disclosures) might know their current rig count or fleet count, tracking …

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RIP To The 400 Frac Fleets Replaced By Frac Efficiency [Chart Of The Day]

A staggering look at frac efficiency gains leveraging Lium Research data. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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