Tag Archives: competitive landscape

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…  …

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 …

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 …

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 …

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 comment,… There’s a lot …

In light of several recent public announcements and developments at startup frac outfits we’ve been covering this year (plus the public “arrival announcement” of another new entrant), now’s a good time for pressure pumping newco news roundup. Throughout 2021, we’ve kept Infill Thinking members in-the-know early about the several new …

In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …

It seems like every couple days another oilfield company declares Chapter 11. Against this bankruptcy backdrop, we consider the future of oilfield services… 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. …

While waiting for deal flow to pick back up, we dusted off our water M&A database this week. 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 …

It probably comes as no surprise to Infill Thinking readers that 2019 has been a record year for corporate transactions involving oilfield water firms and assets. We’ve covered transactions (and potential transactions) ad nauseam throughout the year. With 2019 winding down, we paused today to reflect on the corporate transaction …