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Tag Archives: e&p

Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]

May 31, 2024 Quick Thoughts

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Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]

May 27, 2024 Quick Thoughts

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1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]

May 6, 2024 Quick 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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Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season

March 15, 2024 Infill Thoughts

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Shale Capex Trends For 2024 [Chart Of The Day]

March 8, 2024 Quick Thoughts

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E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]

February 12, 2024 Quick Thoughts

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Oilfield Service Read-Through In The Latest E&P Mega-Merger

February 12, 2024 Infill Thoughts

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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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