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Tag Archives: frac crews

How Many More Active Frac Crews Would $75 & $100 Oil Bring? [Chart of the Day]

April 17, 2026 Infill Thoughts

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Pivot Point [Slide Deck Alert]

April 17, 2026 Infill Thoughts

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Is the Slow Start For Frac In 2026 On The Verge Of Upshifting? [Shale Monthly Activity Data Alert]

March 26, 2026 Quick Thoughts

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The Permian Simulfrac Trend Is Maturing [CHART OF THE DAY]

March 23, 2026 Quick Thoughts

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Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]

February 27, 2026 Quick Thoughts

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D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]

January 30, 2026 Quick Thoughts

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The Struggle Is Real [Slide Deck Alert]

January 27, 2026 Infill Thoughts

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Shale Super Cycle Vs. AI Super Cycle [Chart Of The Day]

December 19, 2025 Infill Thoughts

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How Many Vintage Frac Crews Would It Take To Keep Up With Today’s Count? [Chart Of The Day]

December 12, 2025 Infill Thoughts

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Can’t Burn DUCs Forever… [Shale Monthly Activity Data Alert]

December 9, 2025 Quick Thoughts

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TIMELINE

  • 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

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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