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Tag Archives: drilling and completions

Only 1 Of 4 Super Majors Will Raise The Permian Budget Right Now…

May 3, 2026 Infill Thoughts

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Pushed Out, Not Lost: How Winter Storm Fern Reshaped the Frac Calendar

March 20, 2026 Infill Thoughts

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Will E&Ps Add Activity To Capitalize On Oil Prices Even Though Inflation’s Back?

March 10, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 3/3: Activity Snapshot

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook

March 3, 2026 Infill Thoughts

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Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…

March 3, 2026 Infill Thoughts

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A 1st Peek At Frac Customer Plans For Next Year… [DATA ALERT]

November 21, 2025 Quick Thoughts

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Thoughts On The Super Majors’ Mixed Shale Spending Appetite

November 14, 2025 Infill Thoughts

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What’s Left In The Tank For 2025 In Shale? [DATA ALERT]

August 15, 2025 Quick Thoughts

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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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