We are still waiting on a few more companies to report earnings in the oilfield; however, the lion’s share of the results are out and most calls are now behind us. So we went digging for the latest round of simulfrac talk, and we found new converts… There’s a lot …
Read More »Public Shale E&P Underspend In 1Q Creates Running Room Into Early Summer, But Capital Discipline Reigns Supreme
What’s going on with the oilfield service addressable market defined by E&P capex budgets? Data-driven insights 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. If you are new to Infill …
Read More »Eagle Ford Frac Sand Mine Activity Trends
A data-driven look at operating activity trends for the South Texas local frac sand mining industry. 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 »Where’d All The Analysts Go? Follow The Money! [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »7 Market Datapoints That Stand Out From This Week’s Pressure Pumping Earnings Flurry
Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… There’s a lot more to …
Read More »Quantifying The Permian Sand Mine Snap Back [Chart Of The Day]
A data-driven look at operating activity trends for the West Texas local frac sand mining industry. 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 »SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps [Simulfrac Series]
Today we continue our simulfrac series with a fourth installment discussing implications for bundling vs. unbundling. Previously on the simulfrac series: “why it matters” and a thematic primer, before diving into E&P spending pattern implications. When it comes to direct sourcing… There’s a lot more to this story… Login to …
Read More »A New Frac Outfit Joins The Fray In An Oversupplied US Pressure Pumping Market [Chart Of The Day]
On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent some big shift in the current trajectory, we aren’t so sure… There’s a lot more to this story… Login to see …
Read More »Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…
Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 »New App-Based Sand Hauler To Watch… Plus 6 Other Notable “Research Quick Hits” In The Frac Supply Chain…
We hear lots of things. Some of them bear repeating… 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 …
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