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Thinking Ahead

Forward-looking commentary on oilfield business trends

More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day]

March 15, 2024 Thinking Ahead

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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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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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