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Thinking Ahead

Forward-looking commentary on oilfield business trends

In Harvey’s Wake We Find More Upstream Onshore Questions Than Answers

September 1, 2017 Thinking Ahead

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Updated Frac Intensity Debate Card Points To Bigger Wells Ahead

August 13, 2017 Thinking Ahead

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Reports Of Shale Investment Demise Are Greatly Exaggerated. Don’t Buy The Fake News Lifting Oil Prices… [Rebuttal]

July 27, 2017 Thinking Ahead

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Who Doesn’t Have A Permian Sand Mine These Days? Why Not? [Notable Absence List]

July 26, 2017 Thinking Ahead

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Trucking All That Kermit Sand: Hidden Delays & Major Routes [Part 1]

July 20, 2017 Thinking Ahead

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Permian Drilling Permits Finally Falter. Signal Or Noise?

July 18, 2017 Thinking Ahead

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A Permian Sand Mine Challenge No One Is Talking About Yet… Thoughts On The Impending Hiring Spree.

May 30, 2017 Thinking Ahead

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E&Ps Actually Underspent Budget In Every Major US Onshore Play During 1Q17

May 11, 2017 Thinking Ahead

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Sharing Our Cheat Sheet For 1Q17 Reporting Season: Key Themes For 8 Oilfield Sectors

April 20, 2017 Thinking Ahead

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Encana’s 64-Well Monster – A Permian One-Off Or The Pad Of The Future?

March 15, 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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