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Tag Archives: e&p

Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion

April 18, 2023 Infill Thoughts

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Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield

April 14, 2023 Thinking Ahead

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Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market

April 6, 2023 Infill Thoughts

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Is The Pressure Pumping Pricing Pendulum Swinging Backwards?

March 31, 2023 Infill Thoughts

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A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation

March 28, 2023 Infill Thoughts

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Mapping The Public OFS Universe’s Customer Concentration From Disclosures

March 6, 2023 Quick Thoughts

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Shale E&P Capex Is Coming In Hot [Chart Of The Day]

March 3, 2023 Thinking Ahead

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Consensus Now Anticipates Nat Gas Activity Softening In 2023… So The Debate Has Rapidly Shifted To OFS Pricing

February 28, 2023 Thinking Ahead

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Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation

February 17, 2023 Thinking Ahead

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Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…

February 14, 2023 Thinking Ahead

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INFILL THINKING SINCE 2016

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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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