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…
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…