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Tag Archives: drilling and completions

Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…

June 24, 2025 Infill Thoughts

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Oil Basin Field Checks – Anecdotes On U.S. E&P Program Reaction To Higher Oil Prices

June 20, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…

June 20, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…

June 17, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets

June 13, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications

June 13, 2025 Infill Thoughts

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Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]

March 21, 2025 Thinking Ahead

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When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle

March 21, 2025 Thinking Ahead

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What’s Left In The Tank For 4Q24? [DATA ALERT]

November 12, 2024 Quick Thoughts

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We Reiterate A Warning About Shale E&P Capex [DATA ALERT]

August 13, 2024 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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