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Tag Archives: e&p

Specter Of 4Q Budget Exhaustion Looms Large [DATA ALERT]

August 14, 2026 Quick Thoughts

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Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…

August 4, 2026 Infill Thoughts

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Key E&P Trends From Early Public Operator Earnings Reports So Far…

July 27, 2026 Infill Thoughts

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Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm? [Data Alert]

July 24, 2026 Quick Thoughts

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Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…

July 17, 2026 Infill Thoughts

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In Other News… In Like A Lion Out Like A Lamb, People On The Move, STX Premiums, Risky Business, New Plant Progress Pics, & More…

July 9, 2026 Infill Thoughts

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In Other News… Hot Takes On OFS Pricing, Activity Datapoints, Load Bonuses?, Oil Drops, Frac Crew Count…

June 26, 2026 Infill Thoughts

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In Other News… +1 New Local Sand Mine, Waynesville Frac Supply Chain Updates, Frac Pricing Datapoint, Oil Falls, & More…

June 16, 2026 Infill Thoughts

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Infill Thinking Members Only Mid-2026 Oilfield Market Survey

June 9, 2026 Infill Thoughts

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Watch Out For 2H Activity Drop If Public 2026 E&P Budgets Don’t Budge… [DATA ALERT]

June 5, 2026 Quick 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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