4Q earnings seasons always drag on forever, but last week was the exciting part for oilfield observers. 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 »Thinking Ahead
2023 Is The Year Of The E-Fleet Inflection [Chart Of The Day]
In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac trend. 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 »Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 »Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…
4Q earnings seasons always drag on forever, but we are almost to the exciting part for oilfield observers. 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 »The Dallas Fracin’ Cowboys
A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 »2023 Shale Predictions
Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update… To …
Read More »ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?
Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”. Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev). Will ProFrac …
Read More »What’s PropX Up To? Tipping Boxes? Wet Sand Solution 2.0? “Sand Scorpion”? [Exclusive]
Over the past couple of weeks, posts have surfaced on LinkedIn showing a novel approach to wet sand container management from PropX (like this one, this one, and this one). Below is a slideshow with some of the videos and still shots we have seen surfacing online, followed by the …
Read More »E&P Inflation Projections Given This Earnings Season Are Right In Line With Infill Thinking’s October Survey Data
How do the inflation expectations being outlined by E&Ps this earnings season compare to our recent survey results? We discuss along with company-specific datapoints in the full update… 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 »Meet The Frontrunners To Replace The ProPetro Fleets Pioneer Is Releasing
Headed into 2023, the big fleet turnover changes we wrote about earlier this week have subsequently been announced. Now who will fill the void? We discuss our channel checks on the transition and why the hard part is just beginning here… There’s a lot more to this story… Login to …
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