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Tag Archives: supply chain

Vertical Disintegration At Pioneer Natural Resources

November 13, 2018 Quick Thoughts

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Analysis And Context On The Newest Unbundled Operator’s Supply Agreement

November 12, 2018 Quick Thoughts

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

November 9, 2018 Infill Thoughts

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M&A Converts A Traditional Bundled E&P Into A Vertically Integrated Self-Sourcer

October 30, 2018 Quick Thoughts

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As Frac Sand’s Defining Moment Arrives, A Big Dose Of Uncertainty Enters NWS Shipping Lanes

September 19, 2018 Infill Thoughts

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This Permian Supply Chain Trend Has “Emerging Market” Potential And Is Worth Watching Into 2019

August 30, 2018 Thinking Ahead

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A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year

August 27, 2018 Thinking Ahead

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A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]

August 2, 2018 Thinking Ahead

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Is A Supermajor On The Verge Of Vertical Integration In The Permian?

July 31, 2018 Infill Thoughts

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Sandless Spreads, White Space, Permian Mobes, and Price Stagnation. Lots Of Frac Market Talk Over The Past 48 Hours, Most Of It Unpleasant

July 26, 2018 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

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    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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