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Tag Archives: earnings season

OFS Earnings Learnings – Some Common Threads To Pull On…

July 24, 2026 Quick Thoughts

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Catching Up On Frac Service Management Comments

August 12, 2025 Infill Thoughts

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The “Sand Slinger”… Plus 8 Other Things E&Ps Said About Sand Just Now

August 8, 2025 Quick Thoughts

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The Most Uncertain Oilfield Service Earnings Season Since Covid Kicks Off Tomorrow… 10 Things To Listen For

April 15, 2025 Thinking Ahead

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Pressure Pumper Expects A Flat Permian Frac Market Where You Have To Fight For What You’ve Got

February 21, 2025 Infill Thoughts

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Apollo Is Taking U.S. Silica Private In $1.85bn Cash Deal

April 26, 2024 Quick Thoughts

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US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook

February 27, 2024 Quick Thoughts

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“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook

February 15, 2024 Quick Thoughts

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US Silica’s Market Outlook

November 3, 2023 Quick Thoughts

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Spot Exposure Comes Back To Bite In Frac

October 27, 2023 Infill Thoughts

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

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