This week, we digested an update from a frac market leader… 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, …
Read More »Liberty Echos Halliburton’s Take On Frac Challenges, Trials Slurry…
Infill Thinking covers read-through and takeaways from the first earnings release of 2Q25 OFS earnings season… 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, …
Read More »What Happened To Mines Last Time A Downcycle Hit This Hard?
Those who don’t learn from history may be doomed to repeat it. And those who don’t even have the history don’t have a chance! 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 …
Read More »A Tale Of Two Markets… [Data Alert]
Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 …
Read More »Halliburton Stacks Frac Fleets, Slows Pace Of E-Fleet Construction As Service Pricing Declines More
HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Is Immigration Disrupting The Frac Supply Chain?
Something unusual is percolating in the frac supply chain – regulatory risk for a critical path labor pool. 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 …
Read More »In Other News… Water Ruling, M&A Closure, Data Lag, Sand Traffic Anecdote, RFP Season Preview, Simulfracs, Supersand, Supermajor Spats, & more…
Our desk is churning out the research this week full steam ahead… 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 …
Read More »Frac Fleet Efficiencies Hovering At All Time Highs [Chart Of The Day]
With another earnings season upon us, we share some data on a theme that we expect multiple companies to discuss this quarter.. 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 …
Read More »10 Thoughts Headed Into Frac Earnings Next Week & A Shale Schedule
Another earnings season is just around the corner, 10 things to listen for and what to expect… 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 …
Read More »Just The E&P Customer Data From Our Mid-Year 2025 Oilfield Survey Results [Charts]
We are excited today to share the results of our well-attended industry marketplace survey about the oilfield outlook… 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 …
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