Oklahoma Sand Build Out
This week, we are reviewing the latest spud data and reporting datapoints from our recent field visit to Oklahoma. Generally speaking, new well activity has been flat in July /August (inline with the rig count) with a surprising increase in the Midland Basin (up 10%). Separately, our trip to Oklahoma highlighted the ramp in local sand, despite wet weather that is impacting mine loadouts and some completion activity.
For access to the full report visit: https://corasresearch.com/coras-trends/