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Tag Archives: permian basin

Into The Land Of Enchantment A New Frac Sand Plant Comes

July 20, 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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Midland Basin Leads the Super-Long Lateral Boom

January 16, 2026 Infill Thoughts

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Shale Super Cycle Vs. AI Super Cycle [Chart Of The Day]

December 19, 2025 Infill Thoughts

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How Many Vintage Frac Crews Would It Take To Keep Up With Today’s Count? [Chart Of The Day]

December 12, 2025 Infill Thoughts

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“PermiElon”? A Super Major Is Planning A WTX Hyperscale AI Data Center, But Cannot Say For Whom…

November 12, 2025 Infill Thoughts

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The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context

November 3, 2025 Quick Thoughts

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How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover

September 16, 2025 Thinking Ahead

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Visualizing The Consolidation Of Kermit Sand [Map Of The Day]

August 26, 2025 Infill Thoughts

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An IPO In Permian Produced Water As Volumes Rise…

August 26, 2025 Infill Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • 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

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