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Thinking Ahead

Forward-looking commentary on oilfield business trends

Taking The Oilfield Industry’s Temperature On 2019 [Call For Survey Responses]

October 15, 2018 Thinking Ahead

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Another Permian Mine Is About To Open [Exclusive]

September 17, 2018 Thinking Ahead

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What Paal Kibsgaard Said About The Permian Should Make Everyone Who Plans To Be There For Awhile Stop And Think…

September 13, 2018 Thinking Ahead

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This Permian Supply Chain Trend Has “Emerging Market” Potential And Is Worth Watching Into 2019

August 30, 2018 Thinking Ahead

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A Big Pumper Has Spoken For More Frac Sand Than Needed Next Year

August 27, 2018 Thinking Ahead

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A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]

August 2, 2018 Thinking Ahead

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There’s New Buyer Roaming Around Sand Town [Exclusive C-Suite Chat]

July 27, 2018 Thinking Ahead

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Watch Out For More Vertical Integration News In Frac Sand Before This Month Is Done

July 20, 2018 Thinking Ahead

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OFS Conference Calls Start Friday. Here Are The Top 10 Big Picture Themes We Are Monitoring This Earnings Season

July 16, 2018 Thinking Ahead

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Scoop: Regulators Halt Mid-Con Sand Plant Construction As OK Permitting Proves Tougher Than TX

June 26, 2018 Thinking Ahead

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INFILL THINKING SINCE 2016

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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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