On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …
Read More »It Floats! Positive Water Midstream Datapoint From Diamondback Spinco IPO
The great local sand rush of 2017-2018 has clearly slowed down here as sand prices have dropped into a trough (we estimate Permian FOB mine prices are down some 65% y/y). What’s going on with operations though? Is more sand still to come? We take a look in this data-driven …
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