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Tag Archives: frac crews

Things We Heard About Shale Gas Activity Softening On Earnings Calls This Week…

February 10, 2023 Infill Thoughts

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In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…

January 27, 2023 Quick Thoughts

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In Other News… More ProFrac M&A, BP Budget Bulge, Permian Production Problems, Frac HHP Bottleneck, & more…

January 6, 2023 Quick Thoughts

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Stress-Testing The 2023 Shale Outlook As Oil Sinks Below $80

September 23, 2022 Infill Thoughts

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A Look At Frac Crew Expansion YTD, With The Biggest Pumper “Sold-Out” All Year

July 22, 2022 Quick Thoughts

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Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]

January 21, 2022 Quick Thoughts

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Counting Frac Crews & Rigs By Company

November 1, 2021 Infill Thoughts

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Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+?

September 14, 2021 Infill Thoughts

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Follow The Fleets – What Operators Are Saying About Frac Spreads In May 2021

May 24, 2021 Quick Thoughts

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1st Look At $70/BBL In The Permian… Spoiler Alert-New Record High Frac Sand Demand! [Chart Of The Day]

March 5, 2021 Infill 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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