Tag Archives: nat gas

In this related report earlier this month, we previewed some key 2026 shale data themes. But as you know, seldom does a year go by without some big twists and turns in the oilfield narrative. So for this piece we white-boarded some plot twists that are plausible but not consensus…. …

With earnings season winding down, we were curious to take a look at the conversation in the L48 onshore oilfield about one of the hottest macro trends in the world today… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …

In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …