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Thinking Ahead

Forward-looking commentary on oilfield business trends

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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Thinking About OFS Implications In Another E&P Mega Deal

October 23, 2023 Thinking Ahead

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Small / Private E&P Rig Count Flattening Out [chart of the day]

October 17, 2023 Thinking Ahead

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Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Tomorrow…

October 17, 2023 Thinking Ahead

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Rail Cars Are Becoming A Cost Factor To Watch In The Frac Supply Chain

October 3, 2023 Thinking Ahead

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Railed Damp Sand To New Mexico Is On Hold

September 28, 2023 Thinking Ahead

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Mapping The Lizard vs. Frac Activity In The Permian – One More Piece Of The DSL Puzzle

August 17, 2023 Thinking Ahead

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2024 Public E&P Capex Points Slightly Lower Y/Y Per ‘Soft Guidance’ So Far

August 14, 2023 Thinking Ahead

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With Public E&P Capex Cooling Off, Budget Exhaustion Is Back In The Conversation [Chart Of The Day]

August 8, 2023 Thinking Ahead

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Open Season On Railed New Mexico Damp Sand Begins Wednesday – Pricing, Bid, and Capacity Details Here…

July 25, 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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