bundling Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 31 Mar 2023 20:30:32 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png bundling Archives - Infill Thinking https://www.infillthinking.com 32 32 ProFrac’s New Competitive Moat In The Haynesville Is Working https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/ https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/#respond Fri, 31 Mar 2023 16:00:42 +0000 https://www.infillthinking.com/?p=33074 A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more to this story… Login to …

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A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data.

There’s a lot more to this story…

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Thoughts On ProFrac’s Latest Sand Mine Purchase Deal https://www.infillthinking.com/quick-thoughts/thoughts-on-profracs-latest-sand-mine-purchase-deal/ https://www.infillthinking.com/quick-thoughts/thoughts-on-profracs-latest-sand-mine-purchase-deal/#respond Mon, 05 Dec 2022 18:51:11 +0000 https://www.infillthinking.com/?p=32725 The wait is over to see who one of ProFrac’s M&A targets is. 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 …

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The wait is over to see who one of ProFrac’s M&A targets is.

There’s a lot more to this story…

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More Direct Sourcing Debate Reaction – Historical Context & A New Angle To Consider In Frac Procurement Models https://www.infillthinking.com/infill-thoughts/more-direct-sourcing-debate-reaction-historical-context-a-new-angle-to-consider-in-frac-supply-chain-procurement-models/ https://www.infillthinking.com/infill-thoughts/more-direct-sourcing-debate-reaction-historical-context-a-new-angle-to-consider-in-frac-supply-chain-procurement-models/#comments Mon, 14 Sep 2020 14:42:35 +0000 https://www.infillthinking.com/?p=29875 Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past four or five years. But …

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Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again!

Unbundling in the completions supply chain has gone mainstream over the past four or five years. But now for the first time in several years,…

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 discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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Why The Big 3 Bundling Push Is Not Going to Work [Guest Opinion Piece] https://www.infillthinking.com/infill-thoughts/why-the-big-3-bundling-push-is-not-going-to-work-guest-opinion-piece/ https://www.infillthinking.com/infill-thoughts/why-the-big-3-bundling-push-is-not-going-to-work-guest-opinion-piece/#respond Fri, 11 Sep 2020 16:46:35 +0000 https://www.infillthinking.com/?p=29862 After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations… There’s a lot more to this story… Login to see the full update…  To …

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After publishing our deep dive piece on the Liberty / Schlumberger transaction’s implication for the frac supply chain last week, we heard from many Infill Thinking members. This piece from an unbundling expert/entrepreneur is the result of one of those conversations…

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 discuss our current subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
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  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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