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Infill Thoughts

Unique angles you’ll only find here on important oilfield stories

A Mixed Bag Of D&C Signals In 1Q26 [Chart of the Day]

February 9, 2026 Infill Thoughts

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NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit

February 6, 2026 Infill Thoughts

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10 Frac Anecdotes From The Sidelines Of An Industry Event This Week…

February 6, 2026 Infill Thoughts

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Merger Monday – OFS Context For The Latest E&P Mega-deal…

February 2, 2026 Infill Thoughts

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Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers

January 30, 2026 Infill Thoughts

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Frac Activity Returning To Normal After The Thaw [Post-Freeze Update]

January 30, 2026 Infill Thoughts

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Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]

January 27, 2026 Infill Thoughts

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The Struggle Is Real [Slide Deck Alert]

January 27, 2026 Infill Thoughts

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At Least Half The US Frac Fleet Forced To Stand Down [Post-Freeze Update]

January 26, 2026 Infill Thoughts

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Pre-Freeze Update 2/2: A ‘Frac Blackout’ And Basin-By-Basin Situation Briefing…

January 22, 2026 Infill Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

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