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Tag Archives: sand

The Struggle Is Real [Slide Deck Alert]

January 27, 2026 Infill Thoughts

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7 Key Points To Listen For As Oilfield Earnings Season Starts

January 20, 2026 Thinking Ahead

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Hauling Headaches Intensify In January 2026

January 13, 2026 Quick Thoughts

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A Brief Situation Report On Trucking In The Frac Supply Chain As The New Year Begins…

January 6, 2026 Quick Thoughts

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In Other News… More Last Mile Positives, Litigation Updates, E&P Frac Updates, DUCs, Power Buzz, Rail Risk, & more…

December 5, 2025 Quick Thoughts

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Here’s What Mine Trends Would Have Looked Like If The Federal Government Wasn’t Closed

November 10, 2025 Quick Thoughts

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In Other News… People On The Move, The “Waynesville” Sand Incumbent, New LWP Trial, PropStack Pile Adoption, More “Powered Land”, More M&A? & more…

November 7, 2025 Quick Thoughts

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Atlas Carrying The Weight Of The WTX Sand Downcycle, But Power Is A Bright Spot…

November 4, 2025 Infill Thoughts

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Select Frac Market Quick Hits… Spending Hike Punished, Counting Wet Sand Crews, A Team Is Back, People On The Move, Tough Trucking, & more…

October 24, 2025 Quick Thoughts

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In Other News… Sand People On The Move, A Power Sale, OFS Rides Power Wave, RFP Wait, Last Mile Gear, & More…

October 21, 2025 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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