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Tag Archives: lower 48

The Permian Drilling Market Is Doing Pretty Good If Flat Is The New Up

September 17, 2018 Infill Thoughts

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Land Drillers Maintain Optimism Despite Completions Malaise

September 11, 2018 Infill Thoughts

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It’s Halftime. Here’s The Scorecard In The Lower 48 Rig Market Year-To-Date

July 2, 2018 Infill Thoughts

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Some US Independents Are Chomping At The Bit To Raise 2018 Capex, Permian Pipe Aside [New Datapoints & Research Rewind]

June 21, 2018 Infill Thoughts

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You Have To Be A Policy Wonk To Predict OCTG Pricing In 2018

February 28, 2018 Infill Thoughts

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Land Drilling Market Share At The 2018 Starting Gun

January 9, 2018 Infill Thoughts

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Don’t Read Too Much Into The Permian Rig Count Trajectory Lag. It Is Not A Sign Of Animal Spirit Inflection

January 2, 2018 Infill Thoughts

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One Million Frac Horsepower In 2018. That Is ProFrac’s Plan & We Caught Up With Management To Learn More

December 21, 2017 Infill Thoughts

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Land Drilling Rig Capex Is Sinking To New Multi-Decade Lows

December 4, 2017 Infill Thoughts

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The Results Of Infill Thinking’s 2018 Outlook Survey Are In…

December 2, 2017 Thinking Ahead

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  • 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

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    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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