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Tag Archives: trucking

In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

November 10, 2026 Infill Thoughts, Thinking Ahead

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Thoughts On Devon’s Eagle Ford Exit

October 13, 2026 Infill Thoughts

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Under the Hood: The US Frac Trucking Reset [Data Alert]

September 25, 2026 Infill Thoughts

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A Postcard From San Antonio – 5 Key Takeaways From 2026’s Signature Frac Supply Chain Event

September 25, 2026 Infill Thoughts

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Quick Hits In Frac Supply Chain: People On Move, Last Mile Feedback, A Mine Cuts Back, & More…

September 18, 2026 Infill Thoughts

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Texas Frac Supply Chain Frustration Grows On Two Main Fronts…

September 14, 2026 Infill Thoughts

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Pecos Texas Is Poised To Be The Hottest “Data Center Alley” Play In The U.S.

August 28, 2026 Infill Thoughts, Thinking Ahead

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In Other News… FCI’s Next Chapter, A Small Dryer Fire, C-Level People On Move? BIG Reg Risk In The Permian Story, Last Mile Datapoints, & more…

August 28, 2026 Infill Thoughts, Thinking Ahead

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In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…

July 9, 2026 Infill Thoughts

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In Other News… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…

June 26, 2026 Infill Thoughts

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • 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]

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