Infill Thoughts

Our quick takeaways relevant to the broader frac supply chain market from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

An interesting conversation was had on Liberty’s earnings conference call this week that is directly related to a recent Infill Thinking exclusive report. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew …

In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

A couple weeks ago, Infill Thinking published an update on grid-powered rigs picking up steam as operators seek to cut emissions. Subsequently, the topic became a central point of interest during…. Login to see the full update… To read this update and receive our research newsletters, you must be a …

The US land rig count had one of its best weeks of the year this week for change, adding 13 rigs (best week since January). Interestingly, the gains didn’t come from the typical places… Login to see the full update… To read this update and receive our research newsletters, you …

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current …

A new and improved wellsite storage system has deployed in the Midland Basin… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

A clearer picture begins to emerge about what Covia’s capital structure and financial statements will look like post-Chapter 11… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get …

With US onshore activity limping up from the bottom of a harsh downturn, we asked the question – how well did the frac sand industry do in matching supply to demand regionally? We all know that sand producers…. Login to see the full update… To read this update and receive …

There’s been a great deal of talk about e-frac fleets for several years, but what about drilling rigs moving to alternative power sources like grid-derived utility provided electricity as their primary power source? This is a trend that started prior to the downturn, and adoption is likely to become more …