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Tag Archives: supply chain

A Big E&P’s New Vertically Integrated Sand Mine Is Almost Ready [NOTES FROM THE ROAD]

September 27, 2024 Infill Thoughts

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3 Fast Facts For Frac Folks To Know… People On The Move, Fracing Goes To Wall Street, & Field Chatter About Cuts

August 27, 2024 Quick Thoughts

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The 2nd Expansion Phase In Local Frac Sand History Is Winding Down

August 20, 2024 Thinking Ahead

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ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure

August 2, 2024 Out Think

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Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev

June 13, 2024 Infill Thoughts

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With Big Savings In The Bag, Truck Customers Should Take The Win And Reconsider Values Before It’s A Pyrrhic Victory – Lowball Loads Aren’t Safe, Reliable, Or Sustainable

June 10, 2024 Infill Thoughts, Thinking Aloud

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Why Are Sand Haulers Exiting? Here’s Some Math That Every Trucking Customer Should Consider

June 9, 2024 Out Think

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Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs

June 7, 2024 Quick Thoughts

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ProPetro Snaps Up Aqua Prop [ANALYSIS]

June 3, 2024 Out Think

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Which Permian E&Ps Should Worry More About Their Frac Supply Chains Post-DSL Listing?

May 31, 2024 Out Think

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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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