In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 »Frac’ing & Drilling Plans For Over 3-Dozen E&Ps As Of 3Q26 [Operator Handbook Series]
Who’s working what where? 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 …
Read More »ProFrac’s Key Points On Frac & Sand Markets As They See A Very Early Start To 2027 RFP Season
Here’s what you need to know about ProFrac’s approach to the market and latest outlook… 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 »One Step Forward, One Step Back For This Pressure Pumper’s Sales
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 …
Read More »NexTier Is Riding The Wave With Shale OFS In Upcycle Mode
This week, we digested an update from a frac market leader… 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, …
Read More »ProPetro Frac Outlook Summary: Fleet Reactivation, RFP Season, Pricing & Sand Strategy Updates
Here’s the latest frac outlook thoughts from a Permian pumping leader… 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, …
Read More »The Latest D&C Trends [Shale Monthly Activity Data Alert]
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden\’s Russian oil embargo today), it\’s important to keep in mind the context of the…. There\’s a lot more to this story… Login to see the full update… To read …
Read More »Liberty Describes Frac Market Conditions & Slurry System Deployments
Liberty’s CEO Ron Gusek talked frac market conditions this week and we digested the key frac datapoints and forecasts here… 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 …
Read More »Halliburton Describes “Bumpy” North America Recovery, Focuses On Int’l Growth Opportunities
HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …
Read More »7 Themes To Watch When Oilfield Earnings Season Starts Next Week…
Quick thoughts previewing some oilfield themes we are tuning into oilfield earnings calls for over the next couple of weeks… 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 …
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