Infill Thinking Lifting the O&G knowledge curve
Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction
Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…
Permian Sand Scarce Again…
Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]
If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs [Chart Of The Day]
Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
First Look: 2023 Frac Sand Demand If Oil Prices Are $100+
Frac Sand Mine Activity Trends – Doing More With What You’ve Got [Chart Of The Day]
Frac Sand Pricing Momentum Continues To Build
Where Would $85 Oil Put The Frac Fleet Count In 2023? [Chart Of The Day]
