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Tag Archives: macro

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

April 28, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 3/3: Activity Snapshot

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook

March 3, 2026 Infill Thoughts

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Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…

March 3, 2026 Infill Thoughts

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“Vene-shale-a”? Quick Thoughts On Venezuela Actions Relevant To US OFS & E&P Firms

January 9, 2026 Quick 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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Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…

June 24, 2025 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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Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…

June 20, 2025 Infill Thoughts

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TIMELINE

  • 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]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

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