We present a summary of some frac operations updates that all completions folks should know about… 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 »Catching Up With Cudd As They Grapple With “Fiercely Competitive Bidding” And More Capacity In Frac
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 »ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure
A wet pile solution provider is now part of a pumper – what’s the outlook for this platform and what are the latest trends in frac pricing as a Permian pure play pressure pumper sees it? We discuss… There’s a lot more to this story… Login to see the full …
Read More »NexTier Says Tier 2 Frac Service Pricing Has Dropped To Breakeven Levels
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 »How Do Frac Leaders Expect The Rest Of 2024 To Look? [Chart Of The Day]
We examine data on the outlook for completions in 2H24… 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 »In Other News… 1st Driverless Sand Load, Bad Sand Truck, Marcellus & Eagle Ford Visits, STX Datapoints, People On Move, Quakes, & more…
10 quick (but notable) items worth of Infill Thinking members’ attention today… 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 »Permian Local Sand Activity Hits A New All-Time High [Data Alert]
Important frac supply chain update for the Lower 48’s largest frac sand market – data takeaways and download link in the full report. 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 »Big Red’s Outlook Dinged By Frac Contraction
HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 »Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »Friday Follow Up: Course-Correcting Our Recent Report On SCOTUS Ruling
Some quick follow-up thoughts / corrections to a datapoint we discussed earlier this 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 …
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Infill Thinking Lifting the O&G knowledge curve