On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update…  To …

This week, we have an update on local sand mining activity… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, …

Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must …

A round up of interesting happenings and developments in the frac world… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are …

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next year… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If …

A study of ProFrac’s Sand strategy…   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your membership has expired, please email us to …

The Eagle Ford this year has been hot and cold at various points in time. Currently, it’s hot… here’s what we are hearing! There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. …

Do you have access to the sand price benchmark data that your competitors are using to judge the market? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new …

Here is a look at how proppant moves in the completions industry and who is moving it. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a member. If you are new to Infill …