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Tag Archives: oil price

Worth A Mention… War Drums Beat Again, Uninvestable Market? MGGA, Getting The Band Back Together Again, A New BTM Alliance, & more…

July 14, 2026 Infill Thoughts

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In Other News… Costs To Follow Activity Lower?, 2H Calendar, EOG/Encino Nuggets, Oil Prices, OFS Catching A Bid, And Exxon’s LWP…

June 10, 2025 Quick Thoughts

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Sentiment Sea Change Underway Towards U.S. O&G As The Mainstream’s ‘Existential Threat’ Narrative Flips

March 4, 2022 Infill Thoughts

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As WTI Trades Above $110/BBL (14-Year High!), A Salute To Shale & What Our Readers Do To Further Its Noble Cause…

March 2, 2022 Infill Thoughts

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Paper Trades Make Oil Prices Look Better Than They Are In The Physical Market… [Chart Of The Day]

April 16, 2020 Infill Thoughts

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Iran’s Ill-Advised Attack On Saudi Was Actually A Gift To The Kingdom [Friday Follow-Up Guest Post]

September 20, 2019 Infill Thoughts

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A Shot In The Arm, But The US Frac Supply Chain Still Needs Surgery

September 15, 2019 Quick Thoughts

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Historical Oil Price Perspective & A Sober Long-Term Outlook [Friday Guest Post]

September 13, 2019 Infill Thoughts

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Are West Texas Producers Unnecessarily Taking A $5/Barrel Hickey?

November 20, 2017 Free Thinking

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This OPEC “Production Cut” Is Really Just More Of The Same

September 28, 2016 Quick Thoughts

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Page 1 of 212 »

INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

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