7 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 »ProPetro Snaps Up Aqua Prop [ANALYSIS]
Info on a new M&A deal in 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 Thinking, or your membership has expired, please email …
Read More »In Other News… People Moves, Ft Worth Topics, A New Pile, Sand Contract Nugget, 4-Mile Sand Placement, & More…
7 quick (but big) items caught our attention in the frac supply chain 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 …
Read More »+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
This week, we share some e-fleet thoughts… 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 …
Read More »ProFrac Read Through For Frac & Sand
ProFrac earnings this week were met with applause on Wall Street. Here we look into the key points for OFS and E&P folks. 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 »Rigs & Crews By Operator [PUBLIC E&P PROGRAM NOTES]
Who’s working what where? 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 our current …
Read More »Quick Hit Frac Market Takeaways From NexTier And ProPetro
This week, we digested updates from two large frac oufits. 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 »5 Frac Supply Chain Quick Hits: Proof Is In The Pile, Singed But Shipping Again, Big Week For E-Fleets, Oilfield Inferno Trend, & more…
Quick hits to catch you up to speed on interesting completions supply chain datapoints. 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 »Halliburton Posts Seasonal Frac Rebound For 1Q24, But Acknowledges Downward Pricing Pressure
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 »Texas Local Sand Prices Low But Stable For A Couple Quarters Now [Data Alert]
In this data driven post, we discuss frac sand price trends… 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, …
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Infill Thinking Lifting the O&G knowledge curve