Who’s suing who in the oilfield? Why does it matter? We discuss the latest cases and their implications… 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 …
Read More »Patterson-UTI CEO Shares In-Depth Thoughts On Power Diversification Strategy
This week, we gained a deeper understanding of how an OFS leader is thinking about power… 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, …
Read More »10 Potential 2025 Frac Surprises
This report started out as a “Infill Thinking Predictions” piece about the new year. But that’s boring…. Most folks already know that 2025 is starting with flattish D&C fundamentals oversupply in OFS markets. So we pivoted… Here are 10 bold, game changing possibilities that we see business logic for but …
Read More »In Other News… Used Frac HHP Coming Back, Northeastern Local Sand, Gas Bull Case, E&P M&A Tops $100bn In 2024, & More…
5 unique frac datapoints to read in 5 minutes or less… 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, …
Read More »In Other News… NE E&Ps Need Water Plan B, E&P M&A Analysis For OFS, Frac Fleet Deployments & Rig Count Outlook
5 unique frac datapoints to read in 5 minutes or less… 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, …
Read More »In Other News… Budget Exhaustion Datapoints, E-Frac OEM Updates, 2025 E&P Capex Hints, A New Local Sand Basin, & Cudd’s Outlook
8 datapoints you should know if you work in frac in a concise package that’ll take you 5 minutes to digest… 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 …
Read More »+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
This week, we share some e-fleet thoughts… 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 …
Read More »ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
From ProPetro last week, we heard … 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 …
Read More »ProPetro’s 4Q Warning And Low 2024 Growth Frac Outlook
From ProPetro this week, we heard … 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 …
Read More »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 …
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