Gas-Fueled Frac Fleets Takeover
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Under the Hood: The US Frac Trucking Reset
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
BTM Power Gen Fleet Expansion – More Players, New Orders & Ambitions
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Eagle Ford Sand Supply Trends – Another Fire, More Activity, & Consolidation
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: 3Q26 D&C Model Update, Activity Data, & Fresh Forecast
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Local Sand In Bakken / Rockies Hits New Milestone Driven By Utah
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…
Specter Of 4Q Budget Exhaustion Looms Large
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Seasonality & Strong Demand Boost Northern Mines
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Permian Frac Sand Sets A New Record
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…