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Tag Archives: oilfield trends

OFS Earnings Learnings – Some Common Threads To Pull On…

July 24, 2026 Quick Thoughts

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10 Themes To Listen For As OFS CEOs Start Talking Next Week…

April 14, 2026 Infill Thoughts, Thinking Ahead

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5 Things To Know From Halliburton’s Lower 48 Frac Outlook On Monday Morning

July 20, 2020 Quick Thoughts

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The Big Picture Themes That Matter Most In 2020 US E&P, Oilfield Water, Service And Sand Markets

February 18, 2020 Thinking Ahead

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An Industry Full Of Companies “Focusing On What We Can Control” [Chart Of The Day]

August 12, 2019 Infill Thoughts

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Permian Drilling Permits Finally Falter. Signal Or Noise?

July 18, 2017 Thinking Ahead

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Do Turbulent Times Spell Increased Litigation In Oil & Gas? [Guest Post]

June 2, 2017 Infill Thoughts

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INFILL THINKING SINCE 2016

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

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  • 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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