We look forward to meeting up with industry friends Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking 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 …
Read More »Universal Pressure Pumping Rips E-Frac Marketing Hype; Says They Won’t Reactivate Any More Fleets In 2022
Here are some things we picked out of the Patterson-UTI earnings call 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 …
Read More »Freeze Fall Out – A Quick Update On Sand Mine Recovery
Today we have prepared the following bullet point summary to update readers on the frac sand situation following last week’s winter weather event in the southwest… 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 »The Great Debate Over 2022 US Oil Production Growth [Charts Of The Day]
In early-2022, the magnitude of US crude oil production growth this year is a hot topic. 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 »Frac Scattershooting: 4 Notable Quick Hits From The Oilpatch
In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update… …
Read More »TX & OK Frac Freeze – Weather Impact Anecdotes In Pumping, Sand & Water
The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just 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 …
Read More »Sand Icicles & Frozen Hoses? The Super Tight Permian Sand Market Braces For Big Test This Week…
The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just 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 …
Read More »Gearing Up For E&P Budget News [Chart Of The Day]
A near perfect recipe for spending growth ($87 WTI, well cost inflation, slowing efficiency gains) is colliding with public Independent E&P capital discipline and maintenance mentality. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »ESG Re-Fleeting Trend Update [Chart Of The Day]
In September 2021, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the latest ESG fleet counts and discuss the state of the industry’s environmentally-friendly recapitalization trend… feature image photo credit: profrac tier iv pump – profrac has been an early …
Read More »Key Market Takeaways From RPC’s Frac Outlook & Results
RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …
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