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Tag Archives: fundamentals

A Deep Dive (& Some Fun) With The Historic Hearing On Texas Oil Cuts [Summary Of 9-Hour Testimony]

April 16, 2020 Out Think

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It’s The Most Wonderful Time… For Tight Oil E&Ps With Change In Their Pocket & Long-Term Vision

December 19, 2019 Thinking Ahead

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The Future Of E&P Includes M&A And ESG [Friday Guest Post]

September 27, 2019 Infill Thoughts

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Is It Really Different This Time? [Friday Guest Post]

September 20, 2019 Infill Thoughts

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5 Things To Think About For The 2019 US Oilfield Service Outlook [Macro Musings]

January 8, 2019 Thinking Ahead

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Planned Local Sand Supply Has Surpassed Estimated 2019 Demand In Four Big Basins [Chart Of The Day]

June 14, 2018 Infill Thoughts

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INFILL THINKING SINCE 2016

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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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