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Thinking Ahead

Forward-looking commentary on oilfield business trends

Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits

August 8, 2022 Thinking Ahead

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A “Run On 2023 Service Capacity” By E&Ps Suggests OFS Stays Tight 

August 5, 2022 Thinking Ahead

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Frac Newbuilds Are On The Way – Here’s Who Is Adding & How Much

July 28, 2022 Thinking Ahead

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Frac Sand Contract Disputes Return To The Courtroom In Mid-2022 With Two Lawsuits Now In The First Inning

June 24, 2022 Thinking Ahead

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Shale E&P Capex Follow Up – A Forward Thinking Data Update

June 15, 2022 Thinking Ahead

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Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?

June 10, 2022 Thinking Ahead

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Good News Could Be Brewing For E&Ps In The Last Mile Market

May 2, 2022 Quick Thoughts, Thinking Ahead

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Is NWS Growth Landlocked? Rail CEOs Are Getting Grilled Today Amid Lurid Complaints Of Unreliable Service

April 26, 2022 Thinking Ahead

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U.S. E&Ps Face An Uphill Battle In 2022 – Three Key Themes Could Put A Spoke In The Wheel

January 14, 2022 Thinking Ahead

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A Quick Roundup Of New In-Basin Frac Sand Plants To Watch In 2022

December 20, 2021 Thinking Ahead

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INFILL THINKING SINCE 2016

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TIMELINE

  • 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]

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

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