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…
MidCon Supply – Steady Eddie
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works?
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Sand Mine Activity Trends By Region
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
A Boring Quarter For Permian Local Sand Supply
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
2026 Texas Sand Prices Picking Up Right Where 2025 Left Off…
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
2025 Shale Stats Summary & Final Shale Monthly Of The Year
In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…