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Tag Archives: cod

New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]

February 13, 2026 Quick Thoughts

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A Boring Quarter For Permian Local Sand Supply [DATA ALERT]

February 2, 2026 Quick Thoughts

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The Last Time Permian Mines Cut Back This Fast Was Covid… [DATA ALERT]

December 9, 2025 Quick Thoughts

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Big Capacity Haircut In A Large Local Sand Market [DATA ALERT]

November 20, 2025 Quick Thoughts

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Well At Least This Key Metric Isn’t Falling As Fast As Before… [CHART OF THE DAY]

September 19, 2025 Infill Thoughts

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Reading Some Of The Tea Leaves On The Home Stretch Of 2025…

August 29, 2025 Infill Thoughts

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Haynesville Sand Supply Update [DATA ALERT]

August 22, 2025 Quick Thoughts

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Eagle Ford Local Sand Supply & Pricing Update [DATA ALERT]

August 17, 2025 Quick Thoughts

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Eagle Ford Local Sand Supply Update [DATA ALERT]

May 4, 2025 Quick Thoughts

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The Tea Leaves Aren’t Showing Shale Slowdown Signals… Yet… [CHARTS OF THE DAY]

April 15, 2025 Infill 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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