Here’s a good rule of thumb for thinking about geo-markets in the Lower 48 frac landscape. 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, …
Read More »Takeaways From Industry Conversations In Fort Worth Today
This week, we attended the large oilfield conference in Ft Worth. We enjoyed seeing industry friends and here is some of what we heard… 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 …
Read More »Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Last Week
We digested new datapoints from ProFrac last 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 Infill Thinking, or your membership has expired, please email us …
Read More »Rigs & Frac Crews Operator-By-Operator – 2Q23
Who’s working 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 subscription …
Read More »Catching Up On Earnings… ProPetro Takeaways For The Frac Market
On ProPetro’s conference call last week, we heard … 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 …
Read More »E&P Talk Heats Up On Service Cost Relief [Part 2]
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »Public Pressure Pumper Points – Takeaways From Last Weeks Calls (NexTier, Universal, & Cudd)
Here’s what frac market participants need to know from the latest round of disclosures… 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 »E&Ps Talk About Service Cost Relief
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »Q&A Undertones Are Shifting On Oilfield Earnings Call [Chart Of The Day]
Something we are watching this earnings season in light of recent field checks and the nat gas crash is the… 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 Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
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