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#eldorme #mma #notpermian #theirwordsnotours 1q18 1Q19 2 2Q19 2Q20 3 inch 3-packs 3mmtpa 3q18 4 inch 4q activity 6 years 6-packs 7 inch 8mmtpa 20 years of shale 30/70 40/70 41 70/140 80/20 rule 100 mesh 115 325 reports 700 editions 1845 2017 2018 2018 outlook 2019 2019 outlook 2019 preview 2020 @thenotoriousmma abandoned sand about us academia acceleration access to capital accident accounting acquisition acquisition company acquisitions acreage acreage dedication activism activist investor activity activity indicator activity interruption activity levels act of war addressable market addressable markets adjustments administration adoption adoption trends advertising policy aequor aggregate aggregated research aggregates agua libre ai airbnb aker solutions alamo pressure pumping a look back at 2018 a look back at 2019 alpine alpine high alpine silica alternative energy amends analysis analyst day analyst plan analysts analytics Andrew Gould anecdotes animal spirits anish jain anniversary anniversary data series antero resources apa apc api appalachia appalachian Appalachian Frac Photo Journal appalachian spotlight applachia apps aqua men aquifer aquifers a rancher's perspective arbitrage Arbuckle-Simpson aquifer archive argentina arkoma arrows up artificial intelligence artificial lift asphalt asset sale asset turnover associated gas associated gas flaring atlas atlas energy solutions atlas sand atwood oceanics auction audio audit review austin austin chalk automation b-train backlog backroads badger mining baker hughes baker hughes rig count bakken balance sheet balancing balancing the market banging iron bankers banking bankrupt bankruptcy bankruptcy briefs bankurptcy barclays barge barite bas baseline basin-by-basin basins basis pricing bass family bay city bbg BDFC behind the blender belly dump benchmark benchmarking bentonite bernard duroc-danner best practices bhge bhge rig count bid bid ask bidding biden bids bifurcation big blue big data big red big spring Big spring tx bill edwards bins bison bjs bj services black monday black mountain black mountain sand black swans blaine county blair blended hundred mesh blender blenders blm blockchain bloomberg bls bnsf board of directors boardroom bobeaux trucking body language boots on ground boots on the ground bop borr drilling borrowing base bottleneck bottlenecks bottlleneck bottom bottom-drop bottoming boxes boxes per fleet boxes vs. silos brackish water brady brady brown brady frac sand brady mines brady sand breach of contract breaking breaking-thoughts breaking bad breaking news breakup fee brent brent crude briefing briefs brine brokering brownfield brown sand bubble bud brigham budget budget exhaustion budget monitor budgets budget season bulk density bundling bunkering fuel burro business business continuity business cycle business cycles business intelligence business model business trends bust but seriously... buyer behavior buyers buying decision buying power buzzword c-suite cab cabs cactus calcium carbonate call for bids callon petroleum cameo cameron canada canada rig count canadian crude canadian drilling canadian pacific canadian rigs Canadian WCS cancellation cancellations capacity capacity adds capacity analysis capacity constrained capacity curtailment capacity expansion capacity reduction capex capex budget capex monitor capital capital budget capital budgets capital discipline capital efficiency capital equipment capital expenditures capital markets capital raise capital spending carbo ceramics carbon capture car loadings carloads carpet-level insights carrier carriers cars cash cash flow casing catastrophe catching things others miss category manager cattle cbca ccaa ccs cdl cedar bluff centralized supply chain central texas ceo ceo conversation ceo corner ceramic proppant ch 7 ch 11 challenge challenges challenging market changes channel check channel checks chapter 7 chapter 11 charge chart chart book chart of day chart of the day charts chat of the day chatter cheat sheet chemical dust suppressant chemicals chems chesapeake chevron child well chk chokepoint chokepoints christmas cig cig logistics circuit breaker citation citizen opposition cj cjes claims clarifying rumors clb cleanbrine clean brine clean fleets cliff notes climate climate change climate policy closed closing down closures clr clues clusters cme cng cni coated proppant coated sand coating cobalt cod code of ethics coffee and converation coffee and conversation cognitive computing coiled tubing collaborative consumption colorado combination come and go coming and going coming soon commentary commercialization commercial models commitments commodity fundamentals commodity fundatentals commodity price commodity prices communication between wells community community reaction community response company commentary company comments company update competition competitive-dynamics competitive landscape competitive market competitive market intelligence competitors comp group completion completion crew completion design completion intensity completions completions activity completionsd completions datapoint completions design completions efficiency completion services completions supply chain completions technology completions trends compliance comptroller conductivity conference conference call conference call notes conference call reaction conference call recap conference calls conference call summary conference call takeaways conference cheat sheet conference prep conference preview conferences conference season conference takeaways configuration confirmation of infill thinking reporting conflict conflict of interest congestion connecting the dots Conor McGregor conroe consensus conservation conslidation consolidation consolidators CONSTERNATION constraint constraints construction construction updates consumables consumer report containerized sand containerized solution containerized solutions contamination reduction context continuous 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crr crude crude-by-rail crude differential crude fundamentals crude hauling crude oil crude oil fundamentals crude oil price crash crude oil prices crunch crush strength CSL Funds csx cudd culberson culberson county curt campbell customer customer base customer is always right customers cvia cvx cxo cycle cycles cyclical change cyclical downturn cyclical trends cylical pause d&c D&C budget d&c outlook d&c spending dallas dallas cowboys damp damp sand damp sand fracs damp sand piles dan loeb darcy partners data data-driven insights data alert data driven datapoint roundup datapoints data science data services data synthesis data table data trends dave frattaroli dave lesar david durrett davidson davos dayrate dayrates deadhead deal deal analysis deal flow deal implications deal making dealmaking deals dear season debate debates debris debt debt mountain debundling decentralized storage deck chairs decline curve deepwater deflation deisel delaware delaware basin delay delays delisting deluge demand demand analysis demand estimate demurrage denver deployment deployments depth and context development development spending dewey county dgb pumps diamondback diamondback energy diamond offshore diesel diesel fuel differentation differentials diffs digitalization digitization dilbit dillemma dilley directional drilling direct source direct sourced direct sourcing dirk hallen dirt disaster discharge discussion discussion topic displaced workers displacement disposal disposal network disput dispute disruption disruptive? disruptive technology disruptive thinking disruptive trend dissident shareholder distress distributed database distributed energy diversified oilfield services divestiture divestitures dj basin do doing more with less doing the impossible dontbuythehype down downcycle downhole downhole tech downhole technology downloads downside risk downsizing down spacing downspacing downstream downtime downturn drill drilled but uncompleted wells drilling drilling & completions drilling activity drilling and completions drilling efficiency drilling frac sand drilling inventory drilling permits drilling rig drilling rigs drilling trends drillship drillships driver driver retention drivers drive time analysis drive times driving drones drop depot dropping knowledge dryers dry gas dry plant operator dry powder dry sand dry storage dsl dual activity dualfrac dual fracs dual fuel duc duc hunting ducs dune express dunes dune sagebrush lizard dune sand dune scraping dunes sagebrush lizard dust dust storm dvn dystopia e&p e&p activity e&p behavior e&p budgets E&P capex E&P commentary E&P investment e&p m&a e&p operator e&p operators e&p perspective e&p programs e&ps e&ps owning sand mines E&P spending e&p trends e&p views e&p wallet e-fleet e-fleets e-frac eagle ford eagle ford shale eagle ford spotlight Eagle Ford Stops Along The Road eagle ford trip 3Q24 eagle materials earings call earnings earnings call earning season earnings preview earnings season earnings season insights earthquake earthquakes east and west economics economy EDDY COUNTY effective supply efficacy efficiencies efficiency efficiency gains efleets eia eld el dorado el dorado ranch electric electric fleets electric frac electricfracation electric frac fleet electric frac fleets electric fracing electric frac spread electricity electricity vs. diesel electric pumps electric rig electric spread electrification electronic logs elizabeth warren elogs elon musk emerge energy services emerging mines emerging providers emes emissions employees employment encana endangered species endangered species act end market energent group energy energy conference energy emergency energy evolution energy sector energy transition enervest enforcement engineer engineering engo enlightened perspectives ensco ensco plc enter sandman entrepreneurship entreprenuership envirnoment environment environmental issues environmental opposition environmental protection environmental push back environmental remediation environmental risk eog eog resources epa epic projects eqt equipment equipment orders equities equity equity infusion equity markets equity values erosion erw esa escalation esg esg-friendly equipment esg rig esp estimate estimated progress estimating the hypothetical esv ethics eur europe ev evaporation event events evolution exclusive exclusive interview exclusive management conversation executing execution execution is king execution vs. innovation executive executive appointment executive change executive conference executives executives on the move executive survey exit exp expansion expectations expert expertise exploration exports exxon exxonmobil facilities facility tour factoring factory frac fairmount santrol fair value fall 2018 fang farc sand fatality fay fay ok fb industries fear federal land federal lands feds feels like 2014 felix fet feud fid field-level intelligence field check field demo field development field level observations field to desk field trip field visit filings filtering filtration final frontier final mile finance finances financial financial accounting financial analysis financial distress financial engineering financial peril financial restructuring financials financial strategy financing finding what others miss finished inventory fire fire sale first and accurate firsthand intel first hand intel firsthand knowledge firsthand market intel firsthand market intelligence firsthand obeservations firsthand observations first production fish and wildlife flared flare gas flaring flaring permits fleet fleet count fleet counts fleet obsolescence fleets fleet size flexrig flexrig4 flexrig5 floaters flood flooding flotek flow assurance flowback flowback control flow iron fluid delivery fluid ends flurry of announcements fmsa focus focusing on what matters foia following frac following the trends follow the leader follow the leaders follow up followup food for thought forecast forecasting forecasts foreclosure forenergy formation formation water fort worth forum forum energy technologies forum thread Forward looking view forward staging fpso fr frac frac activity frac ban fraccing frac closures frac communication frac completions frac count frac crew frac crew count frac crew efficiency frac crew releases frac crews frac crews shutdown frac demand frac efficacy frac efficiency frac equipment frac fleet frac fleets frac fluid frac hhp frac hits frac horsepower fracing fracing two wells at the same time fracing with electricity frac intensity frac interference frac iron frac is back frac job frac jobs fracking frac market frac npt frac people frac people on the move frac pond frac pumps frac requirements fracs frac sand frac sand by rail frac sand conference frac sand fundamentals frac sand handling frac sand hauling frac sand industry frac sand logistics frac sand market conditions frac sand mine frac sand mines frac sand mining frac sand plant frac sand pricing frac sand production frac sand rush frac sand specs frac sand supply frac sand supply chain frac sand terminals frac sand test frac sand trends frac sand trucking frac sand trucks frac sand value chain frac sannd frac saqnd frac services frac spread frac spread count frac spreads frac s spread count frac stages frac supply chain frac technology frac to frac frac to the future frac trucks frac water frac yards free coffee free conversation free converstaion free markets free thinking freeze freezing freight fresh water fresh water sourcing friction reducer friday follow up friday fun friday guest post friday guest post series friday guest series friday round up fridays in december fridays in june fridays in march fridays in september fsc ftsi fuel fugitive dust full-cycle water management full cycle water fundamentals fund flows funding fun read fun with numbers future future of energy futurist thinking fws gardner denver gas gas basins gas crash gas powered fleets gas turbines gathering leaders and ideas gathering lines ge gel sweeps generation geofencing geology geopolitical risk geopolitics George H.W. Bush get out and vote glenn hegar global growth going concern going local gom goodnight midstream good times and bad goodwill gotta be able to have a laugh government government aid government assistance government data government loans gps gradation grade grand opening graph graphite great crew change part 2 great discussion greenfield green field greenfield development greenfield eaxpansion greenfield expansion greenfield frac sand mine greenfield mine greenfield mines greenfield opening greenfield or brownfield greenfield rush greenfields greenfield sand greenfield update green fleets green mines green protest green shoots grid grid-powered frac grid-powered fracs ground water groundwater growth growth addiction growth oil prices growth trends guar guest contributor guest contributors guest post guest posts guest post series guidance guide guidon gulfmark guyana h2o h2o midstream h20 h20 midstream habitat haboob hal hal labs halliburton hands happenings happy holidays happy monday happy new year hard stop hardware harsh environment harvey hat creek haulers hauling haynesville haynesville shale hclp hcr headcount headcount reductions headline roundup health health risk heard in industry heat wave hedge fund heds heist helmerich & payne helmerich&payne henry hub hes hess hexion hhp hhub hi-crush hidden disruption hidden meaning high capacity payloads highlights high roller high roller sand highway highway infrastructure highways hiking hipaa hiring hiring freeze hiring spree hiring trends historical data history hk holiday holiday cheer holiday inn holiday party playlist holidays hopper horespower horizontal drilling horizontal laterals horizontal wells hornbeck horsepower horspower hoses hot rolled coil hot sand hot shotting hotshotting hours worked house house bill houston how'd we do howard county hp hr hr human resources hse hse risk hubs human capital human capital intensity human health human interest story human resources humor hunter wallace hurricane harvey hurricane response hybrid hybrid powertrains hydraulic fracturing hydraulic horsepower hydrocarbon hydrogen hydrology hype hyrdraulic fracturing i-10 i-20 icd idle idle fleets idling capacity iLIUMinate ima-na imo impact impairment implications important stuff imports in-basin in-basin dand in-basin frac sand report in-basin insight in-basin insights in-basin intelligence in-basin mines in-basin sprawl in-field mine in-field mines in-field mining in-field plant in-field plants in-field research in-field sand in basin mine in basin sand in basin sand mines incident income indepdendents independence independents index industrializaiton industrialization industrial minerals industrial sand industrilization industry advocacy industry buzz industry conference industry data industry discussion industry gatherings industry lashback industry opposition industry perspective industry read through industry voice industry wallet in field infield mining infield sand infill-thoughts infill drilling infill thinking infill thinking exclusive infill thinking news infill thinking scoop inflation inflection point info-tainment informal informed views infotainment infrastructure infrastrucutre injection injection well injection wells innovation innovation vs. execution in other news insider chatter insiders perspective insight insights insolvent institutional investors insurance integration intellectual property intensity index intereference interest rates interference international international markets international oilfield international trends interruption interstate interview in the news intra-basin railing intrastate inventory inventory erosion inventory loss inventory risk inventory turnover investigation investigative journalism investigative reporting investing investment investment banking investment budget investments investor investor conference investors investor sentiment invitation iocs IoT ip ip24 ipo ipr isp issues it's all cyclical it's all cyclical you know it's a real question though it's beginning to look alot like optimization jackup jackup fleet jackup market jackup rig jackups jag jal jeff miller jeffrey spittel jenny blair jim summers job fair jobs john fredriksen John Maynard Keynes john van leeuwen jo mill judge jv k-factor k2 sands keane keane group keeping ahead of the curve keppel fels kermit kermit local sand kermit man camps kermit texas kermit tx key customers key hire key takeaways key themes kick kneeling for the anthem knowledge sharing korea krishna shivram lab labor laboratory labor force labor pool labor union labs lack of visibility lagoon water solutions Lamesa land land contract drillers land contract drilling land deal land development land down under land drillers land drilling land drilling contractor land drilling market land drilling rig land drilling trends land grab landing sand landman land management land management oilfield water landowner land owner land ri land rig land rig count land rigs land rush landscape last mile last mile lgostics last mile litigation last mile logisitcs last mile logistics last mile logsitics last mile ninjas last mile software last mile solutions lateral lengths laterals latin america launch law lawayers lawsuit lawyers lay-offs layoffs lbrt LEA COUNTY leadership leadership change leadership transition leading indicator lease leased cars leases leasroads legacy decline legal legal differences legend energy services legislation legislators legislature lein lending leonardite leverage levity liberty liberty frac library lighter side limiting factors linguistic analysis liquidation listen closely listing listing petition litigation lium lium crew count liumdata lium data lium research live blog live takeaways living within cash flow liza lizard lml lng load-out loadout loads loans lobbying local local contacts local flavor local frac sand local mine local mines local officials planning and zoning local sand local sand effect local sands local sand vs. nws local sand west texas local sourcing local supply locations logisitcs logisitics logistics logistis logististics logsitcs lonestar long-term outlook long haul lonquist & co. look back looking ahead looking back to look forward loss carryforward louisana louisiana loving loving county lower 48 m&a maalt machine learning macro macro musings macro tailwinds mainfest major major bids majors make-up water mammoth management management change management conversation management conversations management team management teams management tone managment mandate manifest manifest trains manifold manufacturing map maps marcellus marcellus / utica marcellus shale margins maritime market market analysis market color market commentary market commetary market conditions market crash market data market datapoints market implications marketing marketing shift market insight market intel market intelligence market observations market outlook marketplace market report markets market share market strategy market structure market takeaways market talk market trends market update mark mccollum mark rivenbark master agreement master of ceremonies material weakness maturation mc measurement mechanical properties media meet and greet meetings with industry meet the author meetup mega-pad mega-project member member benefits member contributions member feedback member meetup member opinions members membership members only member survey member update member views memorial day mentone merge merger merger monday merger of equals mergers mergers and acquisitions merry christmas mesh mesquite metering metrics micromanagement micro mines micro plants micro proppant microproppant microscope microseismic mid-con mid-earnings season fun midcon middle east midland midland-sealy midland basin midland wti midstream midstream constraint midwater mileage miles milestone military strike mill creek mind muscle connection mind share mine mine activity mine activity operations mine closure mine closures mine construction mine dewatering mine gate pricing mine move manage mine profile miners mines mine sale mine to blender mine to truck mine tour mine update mini-mobile mini-mobile (not really) mini-mobile mines mini-plants mini mine mini mines minimum volume commitments mining mining operations mining rush mini plant minnesota missle miss the bdfc ticker mix mobile mobile-mini mobile-mini mine mobile-mini plant mobile-mini plants mobile mines mobile mini mines mobile mini mining mobile processing mobile resin coating modernization modus monahans monarch silica monetization monitor monster pad morale crisis moratorium more questions than answers more with less most read stories mothballing motive drilling technologies movement moves that matter msa msha mud multi-laterals multi-well pad multi-well pads musical cahirs musical chairs must read mvc nabors nabors industries nam nam drilling name onshore nameplate nameplate capacity nam onshore nam onshore drilling nam onshore drilling trends nam onshore rig count nam onshore spending nam onshore trends nam outlook nam rig count nam trends Nano-darcy narrative nat gas natural disaster natural gas natural gas powered natural gas prices nbr nbr sand ne negotiation network network effect networking networking event new basin newbuild newbuild cycle newbuild rig newbuilds new business models new construction new entrant new entrants new face of the firm new facility new frac sand plant new gen new gen solution new gen solutions new gen systems new launch new market new mexico new mine new mine announcements new mines new mins new models new plant new plants news news and analysis roundup new sand plant newsletters new source news you can use new technology new thread nex nextier next steps nfl nfx ngl noble non-recurring event no noise. no clutter. norm north america north america onshore north belt north dakota northeast northern white northern white sand north sea norway notes from the road not sand nov npr npt ns nssga nuf said nws nws sand nws vs. in-basin sand nws vs. local sand nymex o&g oakdale oakwood oakwood plant observations octg octg situation report odessa odessa american oem offshore offshore-onshore-shift offshore drilling offshore rig offshore rigs ofs Of sand and water ofs implications ofs outlook ohio oii oil oil and gas oil country tubular goods oilfield oilfield activity oilfield consumables oilfield cycles oilfield job market oilfield marketplace Oilfield Observations oilfield party playlist oilfield service oilfield service demand oilfield service outlook oilfield service pricing oilfield services oilfield trends oilfield trucking oilfield value chain oilfieldwater oilfield water oilfield water connection oilfield water handling oilfield water management oilfield water midstream oilfield water service oil fundamentals oil hauling oilman oil market oil market fundamentals oil marketing oil markets oil price oil prices oil producer pricing oil production oil purchasing oil service oil supply and demand oil traders oklahoma oklahoma city omni-trax on-site storage oncore oncore processing one-stim onejackup onestim one time report only here onshore onshore drilling onshore drilling trends onshore nam onshore rig onshore rig count onshore solutions onshore trends on the ground on the road on the sidelines opec open ledger open records operating operating cost operating trends operational challenges operational stats operations operator operator behavior operator comment summary operator perspective operators operatorspotlightseries opex opex per ton opos opportunities optimization optimization era order orders original lyrics classic score original series origin destination pairing osburn osha osv otc our readers are the best out-of-basin out-think outlook outspending cash flow oversupply owner-operated owner-operator owner operators ownership change oxy p&l p&ls paal kibsgaard pacific class 400 pad drilling pairs well with egg nog pairs well with tinsel pairs well with tinsel and candy canes pandemic paper logs paradigm shift parent-child well parent child well interference parent well pareto principle parody parsley energy patents patterson-uti paul sparks paycheck protection program payload payload maximization payloads payment protection program payroll expense pb materials pbr pdce pds pe peak proppant pecos pecos county pecos county courthouse peer performance pel pemex pennsylvania penwell people people matter people on the move performance proppants permain basin water permain mining rush permian permian baisn permianbasin permian basin permian basin sand permian basin water permian frac sand permian frac sand trucks permian local sands permian mine permian mines permian pipe permian poaching permian production permian sand permian sand mines permian sand mining permit permitatorium permits permitting permitting records permitting trends personal journey personification pete cook petition petrobras petroleum connection petronerd humor pfhc pg phase ii phd photo photo essay photo journal photo of the day photos photos from the field physical market picture talk piggy back rigs pile piles pile system pile systems pinch point pink slips pioneer pioneer natural resources pipe piped water pipeline pipeline capacity pipelines pithy points pittsburgh plains all american planning plans plant plant closures plant construction plant operations plants plant spec plant startups plug and perf pneumatic pneumatics pneumatics vs. boxes pneumatic trailers pneumatic truck pneumatic trucking poaching policy policy risk political climate political risk politics poll ponds pontotoc pontotoc sands pore space portable plants portfolio portfolio management post-frac water potus pounds per well powder river powder river basin power power ends power gen power generation power source power struggle power supply power systems powerunits ppl shipyard ppp PR prb prcing pre-frac logistics preannouncement precedent precision drilling prediction predictions predictive data predix preferred preferred sand preferred sands prefferred sands pre frac water premium content preseentation presence pressure control pressure puming pressure pumpers pressure pumping presure pumping preventative maintenance preview preview series price forecast prices price speculation price trend pricing pricing datapoints pricing power primary intelligence primary vision primary vision frac spread count primer private E&P private E&Ps private equity problem solving processing procurement procurement standards procurement strategy produced water producedwater producer producer economics producer perspectives produciton production production analysis production cut production forecast production outage production ramp up production update productivity profits profit warning profrac programmers programming progress picture projection projections projects project sanctioning pronghorn logistics propdispatch property auction property taxes propetro proposition 112 proppant proppant delivery proppant demand proppant intensity proppant loadings proppant management proppant management systems proppant per foot proppant per well proppant properties proppant quality proppant storage proppant trends proppant type proprietary research propveyor PropX proration proroation prospecting protest protestors proximity mine proximity mines proxy battle proxy contest psychology pten public companies public company benchmarking public E&P public equities public equity public private public private partnership public speaking public vs. private pullback pump pumpco pumping pumps pvfsc pxd q&a qaqc qep qes quad-fracs quarry quarterly wrap up quarter review quick hits quick take quick thoughts quintana quota quotas quotation r&m rail railcar railcars rail cars rail car storage railed sand railroad railroad commission railroads rail service rail volumes rally ranch rancher ranchers ranching perspective rankings rates rate sheets rationalization raymond james rcs rdc re-run reactivations read-through reader appreciateion reader appreciation reader feedback reader meet-up reader meet and greet reader meetup reader response readers come first reader survey reading between the lines read throughs real-time analysis real-time call digest real-time updates real oil prices real time insights rebound rebranding rebundling recap recapitalization recapitalization cycle recapitalization cycles recession reclamation recompletions recovery recovery shapes recruiting recruitment recycling recycling water red flag reduction in force reeves county refleeting refrac refrac roundup regional regional analysis regional brown regional mines regional sand regional sands regional supply regs regulation regulator regulators regulatory regulatory authority regulatory risk reimbursement policy rejected leases related parties relationships relative comparisons relative strength reliability remembrance renegotiation renewables reopening reopening rumblings reorg replacement replacement cycle replacing diesel reporting representatives reptilian rumbling repurposing plants res research research rewind research rewind series research updates reserves reservoir reservoir analysis reservoir optimization reshaping and restructuring resin? resin coated sand resin coating resin plant resource resource industry resources industry resources triangle resource triangle restructuring restructuring wave retirement retirement cycle retirements return on capital return on investment returns returns focus returns focused returns vs. growth reuse reveal energy services revenue revenue indicator revenue modeling reverse listing review review process rfp rfps rfq rhett bennett rice richardson family rif rifs rig rig census rig count rig count trend rig count trends rig count update rig explosion rig fire rig fleet rig forecast righand right sizing rig move rig ount rig releases rigs rigs and coffe rigs and coffee rigs and coffeee rigup rip risk risk management risk mitigaion risk mitigation risks river ridge riyadh rng roads road safety road trip roadways roark ranch rock rock catcher rockies rocks rocky mountains rolling blackouts rolling over rollups root-cause analysis roundness roundup rowan rpc rpc inc rrc rtlr ruling rumor run on the bank russia russia vs. shale s-1 s-curve s-curve shift s1 takeaways safety sahara salaries and wages salary sales salesman sales mix salt saltwater saltwater disposal saltwater disposal wells samsung heavy industries san antonio sanbox sanctioning sand sand and coffe sand and coffee sand as a service sandbox sandbox vs. arrows up sand buyout sand by rail sand container sand demand sand dunes sand dune to mine sanded or not sandemic sandemonium sand handling sand hauling sandhills sand hills sand intensity sand lab sand management sand mine sand mine construction sand mines sand mining sand pile sand piles sand plant sand plants sand price data sand pricing sand producer sand producers sand production sand pumped per fleet sand ranch sand revolution sand rush sands of time sand storage sand storm sandstorm sand supplier sand supply sand supply chain sand testing sand tiger sand traffic sand transportation sand truck sand trucks satellite satire saudi saudi arabia save the date savings sba scale Scarco Services scaremongering scattershooting scatter shooting scenarios schlumberger science SCOOP SCOOP/STACK scoopstack scorecard scrap heap scrapping scuttlebut seadrill seamless seamless pipe seasonality seasonality thoughts seatankers sec sec filings second and third order effects second order impact section 232 sector trends see you there seicmicity seiling seismicity seismos select energy services selective mining self-source self-sourcing self sourced sellers beware semi semis semisbumersible semisubmersible sensors sentiment separating signal from noise service service trends setting the tone seventy seven energy shale shale 2017 shale fleets shale independents shale revolution shale spreads shale support shale water shallowater shallow water shareholder battle shareholder returns shell shift cuts shifting sands shifts shinnery oak shipping shipping tons shipyards short-sell shortage shortcut shortfall shortfall revenue short haul short interest short line shot down shut-down shut-in shut-ins shut-ints shutdown shutin shutins shuttered sideline stuff sierra frac sand sieve sieve results signal peak silica signal peak silica llc signs of life silica silica dust silica flour silica mining silica valley silica valley series silicosis silos silos vs. boxes simul-frac simulfrac simulfracs simul fracs simultaneous frac singapore sinkhole site specific site visit site visits six packs slb slca sleeve slickwater sweeps slideshow slow down slowdown slurry sm smartbelt smart drilling smart sand smartsystems sm energy snd sobriety softening demand software software developers software platform software solutions soggy leaseroads soi solar solaris solaris water midstream solutions solvency song source energy services sourcewater sourcing sourcing strategies sourcing strategy south america south korea south texas SPAC spe speaker circuit speaking enagagement speaking enagement speaking engagement speaking event special report species spending spending patterns spending program spending programs spending trends sphericity split spn sport of kings spot market spot pricing spread spreads spring spuds src ssi llc sss stabilization stack stack/scoop stacked plays stacking staff staff cuts staffing staffing up stage counts stages per day staging stalwarts and startups startup startups state line stateline state of play statistics statoil status quo staying sanded stay sanded steel steel costs steel mill step-cahnge step change stephen white steve jobs stimulation stock market stock price stock prices stocks stop by storage storage solutions stories that matter storm straight from the source stranded assets stranded sand strategic alternatives strategic buyer strategy stress test strike structural change structural shift structural trends stuff that matters subject matter expert subscriber perk subsea subsea awards subsea tieback subsea trees substitution substitution risk subsurface subsurface technology succession plan summit esp sunrise superior energy services Superior PBC superior silica sand super major supermajor super majors super spec superspec rig supplier supplies supply supply and demand supply base supply chain supply chain optimization supply chain strategy supply changes supply commitments supply demand supply demand fundamentals supply mix supply stack supply transformation surface surface casing surface optimization surface rights survey survey results surveyr setting the tone surveys survival susan murphy sustainability sustainabilty swd swds swn system counts systems takeaaway capacity takeaway takeaway capacity takeaway issues takeaway limits takeaways take or pay take private trend? talent talent drain 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