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Tag Archives: supply

More Sand, More Barrels [Chart Of The Day]

January 23, 2024 Infill Thoughts

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A Permian Damp Sand Plant Takes A Winter Break – It’s Not ALL Additions To Damp Supply This Year…

December 13, 2023 Infill Thoughts

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Texas Local Sand Spot Prices Fall To New Lows In November [Data Alert]

November 10, 2023 Quick Thoughts

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What’s Left In The E&P Spending Tank For 4Q23? [Data Alert]

November 7, 2023 Quick Thoughts

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Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]

October 30, 2023 Thinking Ahead

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In Other News – “Monster Frack” Hit Piece Fail, Sand Prices, Rail Chatter, Sand Supply Nuggets & more…

September 26, 2023 Quick Thoughts

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Probing For Shale Activity Bottom At $90 WTI [Data Alert]

September 19, 2023 Quick Thoughts

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Permian Simulfracs Breach The 20% Milestone [Data Alert]

September 11, 2023 Quick Thoughts

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U.S. Horizontal Drilling Demand Decline Stabilized A Lot In August [Shale Monthly Activity Data Alert]

August 29, 2023 Quick Thoughts

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In Other News – Sand Leadership Changes, Nameplate Expansion On Track, Belt-Tightening, & Wet Sand Chatter

July 14, 2023 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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