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Tag Archives: fundamentals

A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

November 6, 2026 Infill Thoughts

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

October 6, 2026 Infill Thoughts

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Private E&Ps Are Reacting To Oil Prices

May 29, 2026 Infill Thoughts

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WTI Is Now $75/bbl Twelve Months Out! [Chart Of The Day]

April 28, 2026 Infill Thoughts

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With WTI Back To The May 2025 Lows, The Reaction Of Some In OFS Might Surprise You

October 14, 2025 Infill Thoughts

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Follow The Sand To Know Where Oil And Gas Goes [Charts Of The Day]

March 21, 2025 Thinking Ahead

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When Will Tight Oil Production Growth Roll Over? Analyzing A Key Determinant For The OFS Business Cycle

March 21, 2025 Thinking Ahead

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Trends In U.S.A. Local Sand Supply Growth Part II – Capacity Adds Over Time

March 25, 2024 Thinking Ahead

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More Gas Cuts And Some Context For Northeast Drilling & Completions [Chart Of The Day]

March 15, 2024 Thinking Ahead

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Thinking About Timing And Magnitude Of Looming Nat Gas Rig Releases As Shut-Ins Begin

March 5, 2024 Thinking Ahead

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TIMELINE

  • 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

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

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