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Tag Archives: fracing

The New $90 Oil Paradigm – Private E&Ps Grow, Public E&Ps Slow

October 6, 2026 Infill Thoughts

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A Pecos County Advantage For Big Tech Firms With Permian AI Plans… [Chart Of The Day]

September 1, 2026 Infill Thoughts

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Private E&Ps Are Reacting To Oil Prices

May 29, 2026 Infill Thoughts

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Pushed Out, Not Lost: How Winter Storm Fern Reshaped the Frac Calendar

March 20, 2026 Infill Thoughts

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Will E&Ps Add Activity To Capitalize On Oil Prices Even Though Inflation’s Back?

March 10, 2026 Infill Thoughts

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Nat Gas Basin Fracing – A Half Dozen Notable Nuggets

February 13, 2026 Infill Thoughts

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Oil Basin Field Checks – Anecdotes On U.S. E&P Program Reaction To Higher Oil Prices

June 20, 2025 Infill Thoughts

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Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY]

June 14, 2024 Quick Thoughts

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How Much Sand Will EOG Need In Their New Appalachian Play? Who’s Frac’ing For Them & Where? We’ve Got Some Answers…

November 9, 2022 Infill Thoughts

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Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]

June 13, 2022 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

  • October 18, 2026

    Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends

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