Infill Thinking Lifting the O&G knowledge curve
The Questions Are Becoming “When” And “How Much” Not “If”…
Latest Thoughts
Out-Of-Basin Sand Well AFEs Are Going Up – Update On A Hidden Source Of Cost Inflation
Public E&Ps Broke The Boom / Bust Cycle, But Reinvestment Rates Re-enter The Conversation As Oil Prices Surge
One Oil Basin’s Frac Supply Chain Is Tightening More Than The Others… So Far…
See The Top 20 Oilfield Research Reports & Themes Of 1Q26 Here
Quick Update On The Core Haynesville’s Damp Sand Leader
The Big Picture: Shale Activity Forecasting Considerations In The Sudden New Oil Price Paradigm
The Oil Price That The U.S. Oilfield Actually Wants Might Surprise You… [Survey Results]
Drilling Inventory: The Permian’s Hidden Scoreboard [CHART OF THE DAY]
The Oil Price “Goldilocks” Zone For The U.S. Oilfield
5 Frac Market Anecdotes
Is the Slow Start For Frac In 2026 On The Verge Of Upshifting? [Shale Monthly Activity Data Alert]
A Few Initial Quick Hits From Houston Conversations With Frac Folks This Week…
Analyzing Frac Capacity Readiness For Possible Tight Oil E&P Budgets Increases In The Iran Conflict
The Permian Simulfrac Trend Is Maturing [CHART OF THE DAY]
Examining A Hidden Source Of Well Cost Inflation In The Iran War Era
Pushed Out, Not Lost: How Winter Storm Fern Reshaped the Frac Calendar
See You Next Week In Houston To Talk Frac, Supply Chain, Logistics & Completions!
Eagle Ford Local Sand Supply Update [DATA ALERT]
Is The Oilfield Service Pricing Pendulum Swinging Back To Service Providers?
Takeaways From An Industry Event On Energy For AI Data Centers
“Final” Assessment Of Winter Storm Fern’s 1Q26 E&P Impact
First Sign Of Wartime Tight Oil Response? A Permian Leading Indicator Jumps… [CHART OF THE DAY]
2026 Formal Shale Capex Budget Analysis Pre-War [DATA ALERT]
Will E&Ps Add Activity To Capitalize On Oil Prices Even Though Inflation’s Back?
There’s One Word At The Tip Of Everyone’s Tongue In Frac Right Now…
Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY]
Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 1Q26 [Operator Handbook]
$90 WTI!! Is It Drill Baby Drill Or Chill Baby Chill?
Checking Out The Early Data On Wartime Tight Oil Activity [CHART OF THE DAY]
Pre-War Oilfield Baseline 3/3: Activity Snapshot
Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets
Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook
Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…
Checking In On Smart Sand As They Enjoy Macro Tailwinds And Refresh Their Last Mile Kit
Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]
Wellsite Storage Piles For Dry Sand?
When Sand “Goes Down Crunchy” & Other E&P Hot Takes On Their Frac Supply Chains…
Atlas Focuses On Taking Market Share In Opaque & Challenging Permian Sandscape
Haynesville Sand Supply Update [DATA ALERT]
ProPetro’s Predictive Pressure Pumping Points
MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]
MidCon Supply – Steady Eddie [DATA ALERT]
Super Major Shale Plans…
Nat Gas Basin Fracing – A Half Dozen Notable Nuggets
New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]
In Other News… OFS Bankruptcy, LWP Debate, Bakken Optimization, No Permian Peak?, & More…
Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet
A Mixed Bag Of D&C Signals In 1Q26 [Chart of the Day]
NexTier’s New Frac Market Outlook As They Quantify The Winter Storm Hit
