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Tag Archives: supply

Developmental Capex Is Not Keeping Up With Acreage Swelling Via M&A [CHART OF THE DAY]

September 23, 2025 Quick Thoughts

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Permian Simulfracs Reach A New Milestone [CHART OF THE DAY]

September 9, 2025 Quick Thoughts

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Haynesville Sand Supply Update [DATA ALERT]

August 22, 2025 Quick Thoughts

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Eagle Ford Local Sand Supply & Pricing Update [DATA ALERT]

August 17, 2025 Quick Thoughts

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Eagle Ford Local Sand Supply Update [DATA ALERT]

May 4, 2025 Quick Thoughts

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Haynesville Local Sand Supply Update [DATA ALERT]

February 21, 2025 Quick Thoughts

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Eagle Ford Sand Supply Trends As The Online Mine Count Contracts [DATA ALERT]

October 28, 2024 Quick Thoughts

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Despite Tough Frac Market, E-Fleet Building Continues (Including From New Names?)

October 22, 2024 Thinking Ahead

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Take Me To The Beach… +1 Local Permian Frac Sand Mine

October 21, 2024 Infill Thoughts

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Haynesville Local Sand Suppliers Are All-In Despite The Bust [DATA ALERT]

September 27, 2024 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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