In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »US Sand Demand: Nat Gas vs. Crude Oil Split [Chart Of The Day]
How will higher gas prices translate to frac sand demand? Important context 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 Thinking, or your membership …
Read More »Shots Fired In E-Frac World [Friday Fun]
Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating…
Read More »HAL Hot Takes On ESG Frac Fleets
This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »As RFQ Season Approaches In Shale… Some Food For Thought
It’s almost that time of year again….. shale RFQ season is just around the corner. During October, vendor inboxes will fill with emails from customers asking for pricing / bid invitations and volume commitments if awarded. Here is some food for thought as this happens… There’s a lot more to …
Read More »ESG Frac Fleets Are Suddenly Everywhere. Here’s Why…
In research posted earlier this week, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the why… feature image photo credit: profrac tier iv pump – profrac has been an early mover in exploring the power of dual fuel conversion There’s …
Read More »ESG Arms Race Drives A Rapid Recapitalization Of The Pressure Pumping Fleet
Aside from the priceless activity recovery in pressure pumping this year, ESG fleet conversion is the sector’s biggest theme. The recap is happening extremely quickly. By year-end 2021, we estimate that nat-gas power capable units will comprise…. feature photo image is ProPetro’s new Tier IV Dynamic Gas Blend (DGB) pumps …
Read More »Comparing Basin By Basin Local Sand Activity Trends [Chart Of The Day]
How is local sand activity faring regionally? Find out 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 Thinking, or your membership has expired, please …
Read More »Why Sand Pumped Matters More Than Any Thing Else In Shale
A data driven look at why proppant is the best indicator of oil production known to the shale 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 …
Read More »22% Market Share In 2022? [Simulfrac Series]
How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 …
Read More »
Infill Thinking Lifting the O&G knowledge curve