We caught up with U.S. Silica’s O&G team to learn more about a new technology they are introducing at the wellsite… 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 …
Read More »Pressure Pumper Management Teams Address Market Challenges
Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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 »NexTier’s APEX Damp Sand Pile Solution Is Impressive In-Person – Has A Good Growth Fairway Ahead [Boots-On-The-Ground Report]
This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
Read More »Halliburton Frac Activity Slips As They Deliver E-Fleets & Retire (Or More Accurately Said… Recycle?) Legacy Pumps
Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23… 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 »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield As Reports / Calls Begin This Week…
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 »Infill Thinking’s Top 15 2Q23 Updates During A Quarter When Everyone Was Busy Trying To Stay Busy
By The Numbers – Membership Resources Provided During 2Q23 In the 90 days ending June 30, 2023, the Infill Thinking research team: published 70 independent research updates, emailed 23 original Infill Thoughts newsletters to active members, conducted a survey collecting responses from nearly 100 members (see results) regularly updated Lium …
Read More »A Penny For Your Thoughts? Our Mid-Year 2023 US Oilfield Outlook Survey Is Live!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers
Will industry consolidation stop with the NEX/PTEN merger? That seems unlikely to us… 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 …
Read More »Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…
NEX/PTEN merger wasn’t the only M&A deal making ripples in frac 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 …
Read More »Key Takeaways As NexTier / Patterson-UTI Combination Is Now Official
Thinking about market implications of the NEX/PTEN merger…. 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 …
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