Tag Archives: completions

In addition to the other research Infill Thinking published this week, a variety of miscellaneous datapoints from around the frac patch crossed our desk this week. Here are four points that are deserving of a quick mention. There’s a lot more to this story… Login to see the full update…  …

The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just this morning: 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 …

The Permian frac sand market is very tight. How tight? Here’s a couple anecdotes we heard just this morning: 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 …

A near perfect recipe for spending growth ($87 WTI, well cost inflation, slowing efficiency gains) is colliding with public Independent E&P capital discipline and maintenance mentality.   There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

In September 2021, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the latest ESG fleet counts and discuss the state of the industry’s environmentally-friendly recapitalization trend… feature image photo credit: profrac tier iv pump – profrac has been an early …

RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …

This week, we stress tested our data models in a good way – for upside in our oil price assumptions! 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 …

What are we hearing about well costs moving higher? What’s the next shoe to drop? What were folks expecting vs. what’s coming down the pipe? We discuss… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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, …