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Thinking Ahead

Forward-looking commentary on oilfield business trends

Monday Was EL’D-Day’ – A New Last Mile Logistics Era Has Begun

December 18, 2017 Thinking Ahead

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The Results Of Infill Thinking’s 2018 Outlook Survey Are In…

December 2, 2017 Thinking Ahead

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Hiccups And Startups – The Very Latest On The First Nine Permian Basin Frac Sand Mines

November 29, 2017 Thinking Ahead

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Taking The Oilfield’s Temperature On 2018 [Call For Survey Responses]

November 28, 2017 Thinking Ahead

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Establishing A 2018 Tight Oil E&P Capex Growth Floor? The Most Budget Conscious E&P Set A 16% 2018 Increase Vs. Prior 2017 Plan

November 16, 2017 Thinking Ahead

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Tailwinds Form Behind 2018 E&P Capex Budgets

October 31, 2017 Thinking Ahead

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3Q17 Oilfield Earnings Season Cram Session

October 19, 2017 Thinking Ahead

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New Discussion: If Risks Hypothetically Derail In-Basin Sand Supply, Will Permian Transload Capacity Be Enough?

October 17, 2017 Thinking Ahead

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Oilfield Reaction To The Looming ELD Regulations

October 16, 2017 Thinking Ahead

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Will “Rolling Protests” Go Viral Like NFL Kneeling And Delay ELD Regulation?

October 12, 2017 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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