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Tag Archives: war

$90 WTI!! Is It Drill Baby Drill Or Chill Baby Chill?

March 6, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 3/3: Activity Snapshot

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 2/3: The 2026 E&P Budgets

March 3, 2026 Infill Thoughts

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Pre-War Oilfield Baseline 1/3: The 2026 Production Outlook

March 3, 2026 Infill Thoughts

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Middle East Combat Could Reshape The U.S. 2026 Oilfield Outlook — Initial Thoughts In The Fog Of War…

March 3, 2026 Infill Thoughts

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Downturn Cancelled? Not So Fast… Middle East War Analysis Part FIVE: Back To Where We Started…

June 24, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part FOUR: What Oil Futures Are Telling Us…

June 20, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part THREE: 6 Days In…

June 17, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part TWO: The War And The Oil Markets

June 13, 2025 Infill Thoughts

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Downturn Cancelled? Middle East War Analysis Part ONE: Shale & OFS Outlook Implications

June 13, 2025 Infill Thoughts

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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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