Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23… 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 …
Read More »Catching Up On Earnings… ProPetro Takeaways For The Frac Market
On ProPetro’s conference call 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 …
Read More »Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »2023 Is The Year Of The E-Fleet Inflection [Chart Of The Day]
In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac trend. 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 »HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Digesting Halliburton’s Comments Today On Pricing, E-Fleets, 4Q Budget Exhaustion, & 2023 Growth
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post]
Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”
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 …
Read More »Halliburton: “The Sand Shortage Is Over, We Sent More NWS Trains To The Permian, & We Are Raising Frac Pricing”
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 …
Read More »Halliburton Frac Is “Sold Out”; Net Pricing Ticking Higher
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 …
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