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Tag Archives: strategy

10 Key Frac Market Data Themes To Watch In 2026

January 9, 2026 Infill Thoughts, Thinking Ahead

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7 OFS Strategic Themes For 2025 [Peer-sourced Market Intel]

December 16, 2024 Infill Thoughts

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Pressure Pumper Sand & Last Mile Capabilities [QUICK SHEET]

June 3, 2024 Infill Thoughts

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Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield

January 30, 2024 Thinking Ahead

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For OCTG, Expect A Soft 2H23 [Friday Guest Post]

June 30, 2023 Infill Thoughts

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The Dallas Fracin’ Cowboys

January 18, 2023 Thinking Ahead

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2023 Shale Predictions

January 17, 2023 Thinking Ahead

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ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?

January 3, 2023 Thinking Ahead

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Pressure Pumpers Step Up Rebundling Pressure

September 27, 2022 Quick Thoughts

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A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market

March 22, 2022 Infill Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • 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

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