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Tag Archives: supply chain

Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]

June 14, 2018 Infill Thoughts

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The Shale Supply Chain’s New(ish) Ownership Conundrum

June 11, 2018 Thinking Ahead

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The Haves And Have Nots Of Local Sand [Chart Of The Day]

June 9, 2018 Infill Thoughts

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Putting The Genie Back In The Bottle: Will The Frac Supply Chain Ever Be Rebundled? [New Discussion Topic]

May 9, 2018 Free Thinking, Infill Thoughts

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Unbundled E&Ps Now Consume More Than A Quarter Of US Frac Sand [Operator List & Demand Estimates]

April 25, 2018 Out Think

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OCTG Whiplash – Section 232 Tariff Exemptions & A South Korea Deal

March 27, 2018 Infill Thoughts

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Just How Much Local Permian Sand Is Actually Shipping? Here Are Today’s Plant-By-Plant Production Estimates

March 27, 2018 Infill Thoughts

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A Perfect Sandstorm Has Started A “Run On The Bank” In The US Completions Supply Chain

February 19, 2018 Quick Thoughts

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Blockchain In The Oilfield Supply Chain. Is It Hype Or The Future? [Discussion Thread]

January 31, 2018 Thinking Aloud

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New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…

January 19, 2018 Quick 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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