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Tag Archives: cod

Bakken / Rockies Sand Supply Update [Data Alert]

June 5, 2026 Quick Thoughts

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MidCon Frac Supply Chain Update [DATA ALERT]

May 21, 2026 Quick Thoughts

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New Well Demand Jumps In One Of Two Big Tight Oil Plays & We Look At Who’s Driving [CHART OF THE DAY]

May 21, 2026 Infill Thoughts

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A New Permian Local Sand Mine? Supply Intelligence Update… [DATA ALERT]

May 15, 2026 Quick Thoughts

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Assessing April Data On A D&C Leading Indicator [CHART OF THE DAY]

May 1, 2026 Infill Thoughts

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First Sign Of Wartime Tight Oil Response? A Permian Leading Indicator Jumps… [CHART OF THE DAY]

March 13, 2026 Infill Thoughts

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Checking Out The Early Data On Wartime Tight Oil Activity [CHART OF THE DAY]

March 6, 2026 Infill Thoughts

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Haynesville Sand Supply Update [DATA ALERT]

February 24, 2026 Quick Thoughts

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MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]

February 20, 2026 Quick Thoughts

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MidCon Supply – Steady Eddie [DATA ALERT]

February 20, 2026 Quick Thoughts

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TIMELINE

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

  • October 18, 2026

    Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends

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