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Tag Archives: supply

In Other News – Elite Crews Crushing It, Big H2O Deal, Terminal Turnover, Wet Sand Waffling, CNG Stations, & more…

June 2, 2023 Quick Thoughts

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Active Frac Fleet Count Trends [Chart Of The Day]

April 7, 2023 Quick Thoughts

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Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…

March 16, 2023 Quick Thoughts

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Permian Sand Scarce Again…

March 14, 2023 Quick Thoughts

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Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]

March 13, 2023 Quick Thoughts

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In Other News – More Eagle Ford Sand Supply, An E&P Adopts A 2nd Proximity Plant, Detmar Inks A Fueling Deal, H2O M&A, & More…

February 24, 2023 Quick Thoughts

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Frac Startup Is Rolling Out A 2nd Fleet This Month After Pivoting From Water To Pumping. Fleet 3 Next Year…

February 7, 2023 Infill Thoughts

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Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]

December 12, 2022 Quick Thoughts

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Data Note – Permian Frac Sand Supply Analysis

November 28, 2022 Quick Thoughts

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If Oil Stays Above $80, Frac Sand Demand In 2023 Hits New Record Highs [Chart Of The Day]

August 26, 2022 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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