contracting Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 19 Dec 2023 17:31:22 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png contracting Archives - Infill Thinking https://www.infillthinking.com 32 32 In Other News – Frac Bankruptcies Loom? Wet Pile Push/Pull, Proximity Mining Harder Than It Looks, Sand & Logistics Pricing Trends, & More… https://www.infillthinking.com/quick-thoughts/in-other-news-frac-bankruptcies-loom-wet-pile-push-pull-proximity-mining-harder-than-it-looks-sand-logistics-pricing-trends-more/ https://www.infillthinking.com/quick-thoughts/in-other-news-frac-bankruptcies-loom-wet-pile-push-pull-proximity-mining-harder-than-it-looks-sand-logistics-pricing-trends-more/#respond Tue, 19 Dec 2023 16:24:46 +0000 https://www.infillthinking.com/?p=33702 In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… 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 …

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In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention…

There’s a lot more to this story…

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Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand… https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-wet-sand-trimulfracs-sand-consumer-report-and-pricing-hits-new-lows/ https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-wet-sand-trimulfracs-sand-consumer-report-and-pricing-hits-new-lows/#respond Fri, 10 Nov 2023 15:46:17 +0000 https://www.infillthinking.com/?p=33611 In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… 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 …

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In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention…

There’s a lot more to this story…

Login to see the full update… 

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Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion https://www.infillthinking.com/infill-thoughts/more-evidence-of-softening-spot-frac-market/ https://www.infillthinking.com/infill-thoughts/more-evidence-of-softening-spot-frac-market/#respond Tue, 18 Apr 2023 17:43:51 +0000 https://www.infillthinking.com/?p=33107 After a recent idling in South Texas, a similar issue is confirmed in… 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 email us …

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After a recent idling in South Texas, a similar issue is confirmed in…

There’s a lot more to this story…

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Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market https://www.infillthinking.com/infill-thoughts/heres-something-we-are-are-not-used-to-seeing-in-a-sold-out-frac-market/ https://www.infillthinking.com/infill-thoughts/heres-something-we-are-are-not-used-to-seeing-in-a-sold-out-frac-market/#respond Fri, 07 Apr 2023 01:30:37 +0000 https://www.infillthinking.com/?p=33090 For all of 2022, frac crews had no trouble finding work. Is that changing now? 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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For all of 2022, frac crews had no trouble finding work. Is that changing now?

There’s a lot more to this story…

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Is The Pressure Pumping Pricing Pendulum Swinging Backwards? https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-pendulum-swinging-backwards/ https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-pendulum-swinging-backwards/#respond Fri, 31 Mar 2023 16:45:32 +0000 https://www.infillthinking.com/?p=33080 For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 …

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For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes?

There’s a lot more to this story…

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ProFrac’s New Competitive Moat In The Haynesville Is Working https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/ https://www.infillthinking.com/quick-thoughts/profracs-new-competitive-moat-in-the-haynesville-is-working/#respond Fri, 31 Mar 2023 16:00:42 +0000 https://www.infillthinking.com/?p=33074 A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more to this story… Login to …

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A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data.

There’s a lot more to this story…

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A “Run On 2023 Service Capacity” By E&Ps Suggests OFS Stays Tight  https://www.infillthinking.com/thinking-ahead/a-run-on-2023-service-capacity-by-eps-suggests-ofs-market-stays-tight-for-foreseeable-future/ https://www.infillthinking.com/thinking-ahead/a-run-on-2023-service-capacity-by-eps-suggests-ofs-market-stays-tight-for-foreseeable-future/#respond Fri, 05 Aug 2022 16:30:23 +0000 https://www.infillthinking.com/?p=32370 Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …

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Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services…

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Pressure Pumping Pricing Premonition – The Pendulum Is FINALLY Swinging Back To The Pumpers https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-premonition-pendulum-finally-swinging-back-to-the-pumpers/ https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-premonition-pendulum-finally-swinging-back-to-the-pumpers/#respond Fri, 01 Oct 2021 16:48:31 +0000 https://www.infillthinking.com/?p=31418 For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not be the case for much …

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For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not be the case for much longer…

There’s a lot more to this story…

Login to see the full update… 

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Frac Sand Scattershooting – Bakken Bump, Permian Puzzler, Last Mile Solution Construction, and more… https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-11-topical-datapoints-from-this-weeks-channel-checks/ https://www.infillthinking.com/quick-thoughts/frac-sand-scattershooting-11-topical-datapoints-from-this-weeks-channel-checks/#respond Fri, 18 Oct 2019 14:12:54 +0000 http://www.infillthinking.com/?p=27867 In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… 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 …

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In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention…

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 email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger. https://www.infillthinking.com/quick-thoughts/smart-sand-stands-by-their-word-on-contract-enforcement-sues-schlumberger/ https://www.infillthinking.com/quick-thoughts/smart-sand-stands-by-their-word-on-contract-enforcement-sues-schlumberger/#respond Mon, 07 Jan 2019 05:08:51 +0000 https://www.infillthinking.com/?p=24319 Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news. There’s a lot more to this story… …

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Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news.

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 email us to discuss our current subscription options at hello@infillthinking.com(Current members login here.)

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