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Tag Archives: frac supply chain

ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced

November 11, 2022 Quick Thoughts

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Chatter In Frac Sand Deal Rumor Mill Reaches New Heights

October 21, 2022 Quick Thoughts

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The Permian Sand Market Is Looking Tight In September & October (So Long As Oil Prices Don’t Keep Going Straight Down)

September 23, 2022 Infill Thoughts

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Frac Sand & Oilfield Water M&A Rumor Mills Each Heating Up

September 20, 2022 Infill Thoughts

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Just How Much Damp Sand Is Really Going Downhole In The Permian These Days?

September 1, 2022 Quick Thoughts

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If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs [Chart Of The Day]

August 26, 2022 Quick Thoughts

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Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]

July 22, 2022 Quick Thoughts

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Eagle Ford Sand Buyer Pain Returns After A Breather In 2Q…

July 15, 2022 Quick Thoughts

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Firsthand Confirmation: Nomad’s 1st Plant Is Operational, Shipping Imminent [Site Visit Report / Pics]

July 8, 2022 Infill Thoughts

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OnCore Processing’s 2 Big Spring In-Field Plants Look Busy [Site Visit Report / Pics]

July 8, 2022 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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