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Tag Archives: finance

10 Thoughts Headed Into Frac Earnings Next Week & A Shale Schedule

July 18, 2025 Infill Thoughts

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Spring Redetermination Season – E&P Borrowing Base Datapoints

June 10, 2025 Infill Thoughts

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March Madness – Frac Stocks Getting Crushed This Month [Chart Of The Day]

March 24, 2023 Thinking Ahead

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ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?

January 3, 2023 Thinking Ahead

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Mass Bankruptcy. What Does It Mean For “The 3 C’s” Of Oilfield Service?

August 25, 2020 Thinking Ahead

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A Boost At The Bottom – PPP Money Flowed Mightily Into The Frac Supply Chain As Crews Fell [Chart Of The Day]

July 7, 2020 Quick Thoughts

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This Oil Price Drop Has Triggered A Nearly Simultaneous Restructuring Response

June 26, 2020 Quick Thoughts

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Bankruptcy Claims A 14th Major Casualty In Frac Sand… The Biggest Name So Far

June 25, 2020 Quick Thoughts

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Thinning The Herd – The Public E&P Universe Is Shrinking Via M&A, Delistings

August 26, 2019 Infill Thoughts

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It’s Not Just E&Ps That Are Separating Oilfield Water Midstream Businesses…

August 5, 2019 Infill Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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