Our channel checks reveal some interesting things happening towards the commoditized end of hydraulic fracturing market. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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We are still waiting on a few more companies to report earnings in the oilfield; however, the lion’s share of the results are out and most calls are now behind us. So we went digging for the latest round of simulfrac talk, and we found new converts… Login to see …
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What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights here… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
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A data-driven look at operating activity trends for the South Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… Login to see the full …
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A data-driven look at operating activity trends for the West Texas local frac sand mining industry. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters …
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Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… Login to see the full update… To read this …
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On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent some big shift in the current trajectory, we aren’t so sure… Login to see the full update… To read this update …
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Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …
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Infill Thinking Lifting the O&G knowledge curve
