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Tag Archives: forecast

Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

November 3, 2026 Infill Thoughts

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5 Key Points On Sand & Logistics From Today’s Atlas Earnings Call

August 4, 2026 Infill Thoughts

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Atlas Shares A Recovery Roadmap: Pricing Yes, V-Shape Activity No 

May 8, 2026 Infill Thoughts

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The Big Picture: Shale Activity Forecasting Considerations In The Sudden New Oil Price Paradigm

March 31, 2026 Infill Thoughts, Thinking Ahead

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Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape

February 24, 2026 Infill Thoughts

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Atlas Carrying The Weight Of The WTX Sand Downcycle, But Power Is A Bright Spot…

November 4, 2025 Infill Thoughts

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The Latest Frac Sand Market Outlook From Atlas: Tough Sledding, But Taking Market Share

August 8, 2025 Infill Thoughts

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Sleeping Giant – A Frac Primer On The Haynesville

April 1, 2025 Thinking Ahead

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Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]

March 21, 2025 Thinking Ahead

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When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle

March 21, 2025 Thinking Ahead

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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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