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Tag Archives: drilling

U.S. Shale Turns 20 Years Old [Anniversary Data Series Kick-off]

August 15, 2024 Infill Thoughts

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Shale Consolidation Kings [Charts Of The Day]

July 16, 2024 Out Think

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Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…

July 16, 2024 Thinking Ahead

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So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…

July 12, 2024 Out Think

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Permian Permits Perk Up [CHART OF THE DAY]

June 21, 2024 Infill Thoughts

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What Did Apollo Pay For U.S. Silica’s Frac Sand Business?

April 30, 2024 Out Think

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U.S. Silica Frac Sand Market Position [Charts Of The Day]

April 26, 2024 Quick Thoughts

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Somebody Tell The Private E&Ps That Oil’s Almost $90! [Chart Of The Day]

April 12, 2024 Quick Thoughts

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“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook

February 15, 2024 Quick Thoughts

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Top 10 Well Spudders By Basin [List]

December 5, 2023 Thinking Ahead

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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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