Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next year… 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 »Who’s Moving The Frac Sand And How Much Are They Moving? [Chart Of The Day]
Here is a look at how proppant moves in the completions industry and who is moving it. 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 »Quarter In Review: Infill Thinking’s Top 10 2Q22 Updates
By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …
Read More »Proppant Loading Trends Around The Lower 48 [Chart Of The Day]
Here is a look at how proppant intensity is trending in completions around the U.S. shale patch. 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 »More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming 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 …
Read More »Positive Read-Through For Frac From ProFrac’s First Earnings Call As A Public Company
We digested new datapoints from ProFrac this morning… 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 »Shale E&P Capex Follow Up – A Forward Thinking Data Update
E&P spending plans are evolving rapidly and in this update we think ahead to 2H22 and 2023… 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 »No Deal… Quick Thoughts About U.S. Silica Maintaining Their Status Quo
We digest the news that U.S. Silica will not separate their industrial sand business from frac sand. 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 »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »Only A Matter Of Time Until ALL U.S. E&Ps Hike Their 2022 Budgets? Some For The 1st Time, Some Again?
E&P spending plans are evolving rapidly… 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 …
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