Tag Archives: completions

We have rounded up a series of operator-by-operator fleet data…. 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 …

We are picking up some interesting chatter in the frac supply chain… 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 think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …

During this frac earnings season it has become more clear who is holding the line on fleet additions vs. who is adding capacity. 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. …

First Halliburton, then Liberty, and now Nextier and RPC Inc have all beat consensus expectations for 2Q22 and raised guidance ahead of expectations for coming quarters. It’s a great time to be a pressure pumper. So far… There’s a lot more to this story… Login to see the full update…  …

Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… 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 …

Here is a look at how proppant supply base is operating plus thoughts on demand growth vs. supply base activity! 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 …

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next year… 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 …

Here is a look at how proppant moves in the completions industry and who is moving it. 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 …

By The Stats – Membership Resources Provided During 1Q22 In the 90 days ending March 31, 2022, the Infill Thinking research team: published 76 independent research updates, emailed 24 original Infill Thoughts newsletters to active members, regularly updated Lium Database Downloads for data clients, moderated a frac sand panel discussion …