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…
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…