Tag Archives: completions

An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings 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 be a …

An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

In this map, we have plotted Federal Land permitting data by operator, showing Infill Thinking members specifically where which operators intend to drill on Federal Land and providing a sense of critical mass in these areas for each operator. There’s a lot more to this story… Login to see the …

In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 …

Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update…  To read this update and receive …

A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… 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 …

A hunch we’ve been writing about for months is coming to pass… 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 …

We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …

Next week, Halliburton, Baker Hughes, and Schlumberger will report year-end results and host their quarterly EPS conference calls. NOV will host their call a couple weeks later. These oilfield bellwethers have been.. There’s a lot more to this story… Login to see the full update…  To read this update and …

There’s already been a trucking scramble to keep up, which we’ve documented extensively in recent weeks. More recently, frac sand in inventory seems to be showing the first signs of strain as well now. Many mines have… There’s a lot more to this story… Login to see the full update…  …