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Tag Archives: e&p

ESG Narrative Downshifting Detected In Meetings With Non-O&G Industry Executives In LA This Week

January 27, 2023 Infill Thoughts

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The Dallas Fracin’ Cowboys

January 18, 2023 Thinking Ahead

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2023 Shale Predictions

January 17, 2023 Thinking Ahead

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Super Majors Are Starting To Show Their Cards On Higher 2023 Shale Spending

December 9, 2022 Quick Thoughts

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So Much For Capital Discipline Part 2… The Budgets & Costs Keep Going Up, Oil Prices Don’t

December 8, 2022 Infill Thoughts

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Substitute For Organic Growth? Public E&Ps Ramped Up Their Capital Outlay Buying Private Shale E&Ps In 2022

December 6, 2022 Infill Thoughts

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So Much For Capital Discipline… E&Ps Repeatedly Hiked 2022 Budgets & Completed More Wells As Costs Soared

December 2, 2022 Quick Thoughts

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Public Pressure Pumper Roundup: Crew Counts & Expansion Plans

November 18, 2022 Infill Thoughts

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New Red Flags Raised In Permian E&P – Production Treadmill Speeding Up & Getting More Expensive?

October 20, 2022 Infill Thoughts

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Early Voting: Our First Impressions On Key 2023 Trends As Survey Results Pile Up

October 13, 2022 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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