Sand Mine Productive Data
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
The $25 (per barrel) Question – Two Oil Prices, Two Very Different Outlooks…
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Was 1Q26 The Cycle Bottom?
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
The Latest Frac Sand Pricing Trends
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: As E&Ps Debate The Longevity Of $100 Oil, We Roll Out New Quarterly D&C Model Data
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Is the Slow Start For Frac In 2026 On The Verge Of Upshifting?
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Eagle Ford Local Sand Supply Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
2026 Formal Shale Capex Budget Analysis Pre-War
Data Download Today, we refreshed our operator-by-operator capex budget data with a focus on incorporating the formal 2026 capex budgets of more than 40 publicly traded Lower 48 E&Ps. NOTE: these budgets were set BEFORE the $30 spike in WTI on the war – so… we’ll see if these get a lift on the next […]
Built for the Downcycle: Less Iron, More Impact
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Haynesville Sand Supply Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…