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Thinking Ahead

Forward-looking commentary on oilfield business trends

Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin

March 5, 2024 Thinking Ahead

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Getting More For Less Is A Prominent 2024 Shale E&P Theme As Operators Focus On “Capital Efficiency”

March 5, 2024 Thinking Ahead

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Nat Gas E&Ps Lighten Up Their 2024 Programs As The Commodity Price Flounders

February 16, 2024 Thinking Ahead

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Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield

January 30, 2024 Thinking Ahead

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Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction

December 6, 2023 Thinking Ahead

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Top 10 Well Spudders By Basin [List]

December 5, 2023 Thinking Ahead

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3 Takeaways From Early Results In 2024 Outlook Survey

December 5, 2023 Thinking Ahead

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10 Things To Talk About Next Week In San Antonio At The Biggest Sand Event Of The Year

November 7, 2023 Thinking Ahead

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How Many Wellsites Might Be Using Damp Pile Systems By Early 2024?

October 30, 2023 Thinking Ahead

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Permian Wet Sand Capacity Really Ramped Up Over The Past 12 Months [chart of the day]

October 30, 2023 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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