Here’s what frac market participants need to know from the latest round of disclosures… 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 …
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Getting The Rocks Out – New Damp Sand Equipment Deploys To Permian
With damp sand usage increasing, a growing concern is rocks and debris getting in the product, finding their way into the blender, and then breaking or wearing out frac pumps. In this update, we follow up on a new system we profiled last year that is working to address this …
Read More »Land Drillers Feeling The Pressure – Rig Counts & Dayrates Declining
Here’s what to know about the current state of the rig market in the Lower 48… 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 »Land Driller Warns Of A Steeper Rig Count Decline Than Consensus Expectations For 2Q23
What are we seeing in drilling trends? We discuss… 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 …
Read More »Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Talking Trends In Frac And Sand At The Petroleum Connection’s Houston Conference
We very much enjoyed interacting with everyone in Houston for the Petroleum Connection’s sand conference today. Congrats to the organizers on another great event and we look forward to seeing you at the next one… here are a few quick thoughts from our time here today. There’s a lot more …
Read More »Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion
After a recent idling in South Texas, a similar issue is confirmed in… 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 …
Read More »Haynesville Drilling Finally Responding To Gas Prices?
What are we seeing in drilling trends? We discuss… 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 …
Read More »An Interesting Bifurcation In 1Q23 Rig Count Trends
What are we seeing in drilling trends? We discuss… 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 …
Read More »Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market
For all of 2022, frac crews had no trouble finding work. Is that changing now? 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 …
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