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Thinking Ahead

Forward-looking commentary on oilfield business trends

Sleeping Giant – A Frac Primer On The Haynesville

April 1, 2025 Thinking Ahead

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Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]

March 21, 2025 Thinking Ahead

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When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle

March 21, 2025 Thinking Ahead

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Checking In On Private vs. Public E&P Rig Counts During This Period Of Drilling Apathy [Chart Of The Day]

March 18, 2025 Thinking Ahead

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Chevron Permian Capex Has Peaked. Here’s What To Expect Next…

February 4, 2025 Thinking Ahead

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10 Potential 2025 Frac Surprises

January 7, 2025 Thinking Ahead

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Pivoting Into Power Is Undeniably Attractive In OFS. Will It Help Fix Frac Oversupply?

December 27, 2024 Thinking Ahead

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Previewing The Biggest Frac Sand Event Of The Year, Happening Next Week

November 11, 2024 Thinking Ahead

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Despite Tough Frac Market, E-Fleet Building Continues (Including From New Names?)

October 22, 2024 Thinking Ahead

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Haynesville Sand Pricing Can Rebound Ahead Of Nameplate Utilization – Here’s Why

September 29, 2024 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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