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Tag Archives: supply

Was 1Q26 The Cycle Bottom? [Shale Monthly Activity Data Alert]

April 21, 2026 Quick Thoughts

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Divergent Data – Bridging The Marcellus Lateral Gap [Chart of the Day]

April 10, 2026 Quick Thoughts

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Quick Update On The Core Haynesville’s Damp Sand Leader

April 3, 2026 Quick Thoughts

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Drilling Inventory: The Permian’s Hidden Scoreboard [CHART OF THE DAY]

March 31, 2026 Quick Thoughts

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Is the Slow Start For Frac In 2026 On The Verge Of Upshifting? [Shale Monthly Activity Data Alert]

March 26, 2026 Quick Thoughts

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Analyzing Frac Capacity Readiness For Possible Tight Oil E&P Budgets Increases In The Iran Conflict

March 23, 2026 Thinking Ahead

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The Permian Simulfrac Trend Is Maturing [CHART OF THE DAY]

March 23, 2026 Quick Thoughts

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Eagle Ford Local Sand Supply Update [DATA ALERT]

March 17, 2026 Quick Thoughts

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Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]

February 27, 2026 Quick Thoughts

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Haynesville Sand Supply Update [DATA ALERT]

February 24, 2026 Quick Thoughts

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TIMELINE

  • 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]

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

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