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Tag Archives: supply

MidCon Supply – Steady Eddie [DATA ALERT]

February 20, 2026 Quick Thoughts

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New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]

February 13, 2026 Quick Thoughts

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A Boring Quarter For Permian Local Sand Supply [DATA ALERT]

February 2, 2026 Quick Thoughts

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D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]

January 30, 2026 Quick Thoughts

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The Last Time Permian Mines Cut Back This Fast Was Covid… [DATA ALERT]

December 9, 2025 Quick Thoughts

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Can’t Burn DUCs Forever… [Shale Monthly Activity Data Alert]

December 9, 2025 Quick Thoughts

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Big Capacity Haircut In A Large Local Sand Market [DATA ALERT]

November 20, 2025 Quick Thoughts

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Rig “Relief Rally” While Frac Data Stays Challenging [Shale Monthly Activity Data Alert]

October 31, 2025 Quick Thoughts

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Last Mile Fleet Responding To Low Prices & ICE? [CHART OF THE DAY]

October 3, 2025 Quick Thoughts

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Rig Count Decline Pauses While Frac Rides The Slide [Shale Monthly Activity Data Alert]

October 3, 2025 Quick Thoughts

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TIMELINE

  • 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

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

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