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Tag Archives: macro

Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…

June 17, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets

June 13, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications

June 13, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 8th Week Since Oil Crash

May 30, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 7th Week Since Oil Crash

May 23, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 6th Week Since Oil Crash

May 16, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 5th Week Since Oil Crash

May 9, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 4th Week Since Oil Crash

May 2, 2025 Infill Thoughts

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SHALE SLUMP SIGNALS: Key Datapoints In 3rd Week Since Oil Crash

April 25, 2025 Infill Thoughts

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Quick Macro Thoughts… Tight Oil’s Structural Change And Frac Sand Addiction

December 6, 2023 Thinking Ahead

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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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