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Tag Archives: sentiment

Frac Sand Pricing Sentiment Has Hit Rock Bottom [Chart Of The Day]

September 26, 2019 Infill Thoughts

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As Frac Sand Earnings Season Begins, Sentiment And Pricing Are Scraping The Bottom

January 28, 2019 Thinking Ahead

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Buyer “Quick Hits” That Matter In The Frac Supply Chain

November 9, 2018 Infill Thoughts

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How Far Can Shale Grow On Run Flat Tires?

June 26, 2017 Infill Thoughts

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Shale Executive Sentiment Index Surges Up To Levels Last Seen At $100 Oil

December 29, 2016 Thinking Ahead

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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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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