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Tag Archives: drilling

Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

October 23, 2026 Infill Thoughts

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

October 16, 2026 Thinking Ahead

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The New $90 Oil Paradigm – Private E&Ps Grow, Public E&Ps Slow

October 6, 2026 Infill Thoughts

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Data On The Texas Drilling Setup Headed Into 4Q26 [CHART OF THE DAY]

October 2, 2026 Infill Thoughts

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7 Trends O&G C-Suites Outlined In NY Last Week That Could Influence The 2027 Frac Market

September 13, 2026 Thinking Ahead

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Permian E&P Activity Indicator On Track For Best Month In Over A Year [CHART OF THE DAY]

August 21, 2026 Infill Thoughts

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Eagle Ford D&C Signals Continue To Shine

June 30, 2026 Infill Thoughts

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Digging Into A “Grassroots” Response To Oil Prices In The Lower 48

June 5, 2026 Infill Thoughts

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Private E&Ps Are Reacting To Oil Prices

May 29, 2026 Infill Thoughts

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New Well Demand Jumps In One Of Two Big Tight Oil Plays & We Look At Who’s Driving [CHART OF THE DAY]

May 21, 2026 Infill Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • 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

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