With the rubber hitting the road on 2023 budget planning, OFS and E&P CEOs converged in New York this week for the annual Barclays energy investor conference. Here’s what stood out to us… There’s a lot more to this story… Login to see the full update… To read this update …
Read More »3 Questions People Are Asking After This Week’s New Frac Spread Orders
Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …
Read More »Well Costs Rising & Gap Filling… A Look At Why Shale E&P Capex Budgets Are Being Hiked
This earnings season, more than half the public E&Ps we monitor hiked their 2022 budget guidance. Many for the second time already this year… The publics are on track to spend 15-20% more than they originally communicated when 2022 budgets were set. Why? Well… There’s a lot more to this …
Read More »E&P D&C Fleet Tracker
We have rounded up a series of operator-by-operator fleet data…. 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 »A Dozen Frac Supply Chain Quick Hits
We are picking up some interesting chatter in the frac supply chain… 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 »Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits
We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …
Read More »Frac Newbuilds Are On The Way – Here’s Who Is Adding & How Much
During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding capacity. 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. …
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 »A Look At Frac Crew Expansion YTD, With The Biggest Pumper “Sold-Out” All Year
Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… 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 …
Read More »Frac Sand Mine Activity Reaches New Post-Covid Highs [Chart Of The Day]
Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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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