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Thinking Ahead

Forward-looking commentary on oilfield business trends

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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New Year Could Bring Bigger Headaches For Permian Sand Buyers…

December 2, 2021 Thinking Ahead

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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