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Tag Archives: shale

We Reiterate A Warning About Shale E&P Capex [DATA ALERT]

August 13, 2024 Quick Thoughts

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Shale Players Look Forward To Powering The AI Data Center Revolution [Chart Of The Day & Hot Takes]

August 13, 2024 Infill Thoughts

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Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live

June 14, 2024 Infill Thoughts

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Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]

May 27, 2024 Quick Thoughts

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Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season

March 15, 2024 Infill Thoughts

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Super Majors Need To Build More Permian DUCs In 2024

February 2, 2024 Infill Thoughts

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The Southwestern Oilfield Freezes To Start 2024. Frac Channel Checks On The Weather Impact…

January 15, 2024 Quick Thoughts

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How’d We Do? Scoring Our 2023 Predictions From A Year Ago…

January 5, 2024 Infill Thoughts

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Chime In: Our 2024 Oilfield Market Outlook Survey Closes In 3 Days!

December 1, 2023 Infill Thoughts

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Here Are The Latest Frac Crew Counts By Pumper After 3Q23 Earnings Updates

November 14, 2023 Infill Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • 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

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • 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

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