A key takeaway from Liberty’s earnings call this week was… 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 …
Read More »Permian Market Fragmentation Study – Consolidation Across Key Oilfield Categories
This week we had an opportunity to attend and speak at the Petroleum Connection’s frac sand and logistics conference in San Antonio. It was the largest frac sand conference in the industry since 2019. It was a great time networking with peers and here is what grabbed us at …
Read More »Liberty’s “Boring” Frac Outlook
This week, Liberty talked quite a bit about.. 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 …
Read More »Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
This week, Liberty talked quite a bit about.. As a general impression… 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 Market Takeaways From Liberty’s Conference Call
This week, Liberty talked quite a bit about.. As a general impression… 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 »Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results
This week, Liberty talked quite a bit about.. As a general impression… 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 »And The Frac Beats Go On, Da-da-dum, da-dum, da-da
First Halliburton, then Liberty, and now Nextier and RPC Inc have all beat consensus expectations for 2Q22 and raised guidance ahead of expectations for coming quarters. It’s a great time to be a pressure pumper. So far… There’s a lot more to this story… Login to see the full update… …
Read More »Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions [Developing…]
On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update… To …
Read More »A New Hire Datapoint Seems Consistent With The Frac Sand IPO Rumor Du Jour
We are tracking a developing story with corporate finance implications in the frac sand space… 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 …
Read More »Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand…
Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general impression… There’s a lot …
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