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Tag Archives: frac supply chain

Permian Frac Sand Sets A New Record [DATA ALERT]

August 7, 2026 Quick Thoughts

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Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…

August 4, 2026 Infill Thoughts

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Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…

July 17, 2026 Infill Thoughts

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Bankrupt Frac Sand Mine Analysis Shows Part Of The Reason South Texas Supply Chain Is So Tight

July 17, 2026 Infill Thoughts

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Permian Basin Sub-Market Frac Sand Supply/Demand Dynamics [CHART OF THE DAY]

June 30, 2026 Infill Thoughts

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Sand Buyers Should Adopt This New Cost Calculus As Strained South Texas Mines Start Hot Loading

June 25, 2026 Quick Thoughts

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It’s Still A Struggle To Be A Buyer Of South Texas Sand

June 12, 2026 Quick Thoughts

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Bakken / Rockies Sand Supply Update [Data Alert]

June 5, 2026 Quick Thoughts

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MidCon Frac Supply Chain Update [DATA ALERT]

May 21, 2026 Quick Thoughts

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Eagle Ford Local Sand Supply Update [DATA ALERT]

May 19, 2026 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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