The Latest D&C Trends
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Quantifying XOM’s Petcoke Proppant Push
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Watch Out For 2H Activity Drop If Public 2026 E&P Budgets Don’t Budge…
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Bakken / Rockies Sand Supply Update
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Our Latest D&C Trends
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
MidCon Frac Supply Chain Update
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…
A New Permian Local Sand Mine? Supply Intelligence Update…
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
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…