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Tag Archives: oversupply

10 Key Frac Market Data Themes To Watch In 2026

January 9, 2026 Infill Thoughts, Thinking Ahead

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7 OFS Strategic Themes For 2025 [Peer-sourced Market Intel]

December 16, 2024 Infill Thoughts

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The 2nd Expansion Phase In Local Frac Sand History Is Winding Down

August 20, 2024 Thinking Ahead

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Wind-Down Wednesday: Plant Closures Strike Eight “Out-Of-Basin” Frac Sand Mines

September 26, 2018 Quick Thoughts

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Zombie Plants, Dual Dials Turning, NWS Concessions, And More Industry Reaction To Our “Shifting Sands” Questions

August 24, 2018 Infill Thoughts

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8 New Questions To Ponder While Standing In The Shifting Sands

August 22, 2018 Infill Thoughts

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INFILL THINKING SINCE 2016

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bhge bhge rig count boots on the ground capex completions data drilling drilling trends e&p frac frac sand frac spread count frac supply chain land rig last mile last mile logistics local sand logistics m&a nam drilling nam onshore ofs oilfield service oilfield water onshore drilling onshore rig outlook permian permian basin pressure pumping primary vision produced water proppant rig count rigs sand shale supply supply chain trends trucking us drilling us land rigs water wet sand

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

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