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Tag Archives: oil

“Final” Assessment Of Winter Storm Fern’s 1Q26 E&P Impact

March 13, 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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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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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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Page 1 of 3123 »

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TIMELINE

  • 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

  • November 10, 2026

    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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