In Other News… The Calm B4 Another Sand Storm? Hedges Hurt, Revolvers Help, $3bn? More HHP, People On The Move & more… April 22, 2022 Quick Thoughts Read More »
NWS Sand Plants Go On The Auction Block Thursday, And Bids Are VERY WEAK September 3, 2020 Quick Thoughts Read More »
Frac Equipment Fire Sales – Pumps For 10 Cents On The Dollar? Blenders For $2,500? Enter The Vulture Buyers… December 13, 2019 Infill Thoughts Read More »
Bid/Ask Gap In Big Permian Land Auction Exemplifies The Need For A Broad Reset Of Expectations December 3, 2019 Quick Thoughts Read More »
A Fleet Of ~60 Late Model Pneumatic Sand Trailers Hits The Auction Block In Texas July 30, 2019 Infill Thoughts Read More »
Going Once… Going Twice… An Early Version New Gen Last Mile Logistics System Hits The Auction Block March 27, 2019 Infill Thoughts Read More »