Infill Thinking Lifting the O&G knowledge curve
A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…
Thoughts For Subscribers
ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting
Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]
Talking Off-grid Power & Produced Water At The Houstonian…
EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]
Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”
Chevron Captures $100 Million YTD With New AI Tools
Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results
For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing
People On The Move In The Frac Sand Space
Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week
OFS Context For This Week’s Natural Gas Mega-Merger
Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]
We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?
Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings
Halliburton Assumes 2027 Will Be A Flat Year In Frac
Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends
Frac Sand Consumption By Basin Across The Nation [Chart Of The Day]
Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Next Week…
Eagle Ford Dominated 3Q26 E&P Deal Flow [Data Alert]
AI’s Growing Appetite for Northeast Gas – The Next Leg Up In Appalachian Frac Demand? [CHART OF THE DAY]
Ranking The Customers By Size For The U.S. Oilfield Service Market [CHART OF THE DAY]
Thoughts On Devon’s Eagle Ford Exit
Thoughts On U.S. Frac Fleet Migration Overseas
The E&P Budget Setup As We Prepare For The Coming Earnings Season [CHART OF THE DAY]
Past, Present & Future Of Proppant Intensity
The New $90 Oil Paradigm – Private E&Ps Grow, Public E&Ps Slow
Our Latest D&C Trends Show Frac Sand Demand Hovering At All Time Highs [Shale Monthly Activity Data Alert]
Sand Dollar Trends [Data Alert]
Data On The Texas Drilling Setup Headed Into 4Q26 [CHART OF THE DAY]
We Took A Look At Microsoft’s Pecos Data Center Build [Notes from the Road]
The Top 25 Oilfield Research Reports & Themes Of 3Q26
Waynesville In-Field Frac Observations Confirm Wet Sand Dominated Market
Uinta Basin Field Trip – The Local Frac Sand Scene [Notes & Photos From The Road]
Gas-Fueled Frac Fleets Takeover [DATA ALERT]
Under the Hood: The US Frac Trucking Reset [Data Alert]
At MASSIVE New West Texas AI Data Center, We Observed An Active Construction Zone This Week [Notes from the Road]
A Postcard From San Antonio – 5 Key Takeaways From 2026’s Signature Frac Supply Chain Event
Major Changes Happening At The Western Haynesville Local Sand Plant That Pre-dates The Western Haynesville
PropX Is Making An 8-Mile Sand Slurry Look Easier Than It Is [Utah Notes From The Road]
Quick Hits In Frac Supply Chain: People On Move, Last Mile Feedback, A Mine Cuts Back, & More…
A Cautionary Tale For The Permian From The Haynesville…
We Visited The Newest Local Frac Sand Plant In America Yesterday [Notes From The Road]
Uinta Basin Field Trip – Blue Diamond Wet Sand Observations [Notes From The Road]
Texas Frac Supply Chain Frustration Grows On Two Main Fronts…
7 Trends O&G C-Suites Outlined In NY Last Week That Could Influence The 2027 Frac Market
A Permian Sand Plant Envisions Becoming A One-Stop-MegaShop In The Frac Supply Chain
Uinta Basin Field Trip – Shifts In Frac Service Market Share [Boots On The Ground]
Uinta Basin Field Trip – Frac Yard Drive-About [Boots On The Ground]
BTM Power Gen Fleet Expansion – More Players, New Orders & Ambitions [Data Alert]
