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…
The Latest D&C Trends

In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm?

In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
BTM Power Gen Database Update

In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
SHALE [data]: New Quarterly D&C Model Data

In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
Frac Sand Pricing Update

In this note we have summarized our thoughts after the most recent Drilling & Completion Model update…
