Infill Thinking Lifting the O&G knowledge curve
Liberty Looking For Growth After 1Q24
Liberty’s “Boring” Frac Outlook
Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
Frac Market Takeaways From Liberty’s Conference Call
Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results
And The Frac Beats Go On, Da-da-dum, da-dum, da-da
Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions [Developing…]
Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand…
New & Noteworthy Takeaways From Liberty’s Pumping & Sand Market Commentary
US Silica Outlines SandBox Changes & Sand Mine Rationalization Expectations As Proppant Earnings Season Gets Off To A Rough Start
