In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. 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 Talks Frac Market & Changes Their Tone On E-Frac
Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Next Gen Electrification Spills Over From Drilling Into Frac
We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …
Read More »‘Project Stars’ Complete – Schlumberger’s Frac Team Hands Over The Keys To Liberty
As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »The US Oilfield Is Losing Focus On Pre-Existing Conditions. And It Can’t Afford To. [Charts Of The Day]
Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …
Read More »A Brief History Of Oilfield S-Curve Shifts, And A Couple To Watch…
Food for thought. The one thing we do know with certainty is that change is the only constant we’ve ever been able to rely on in the oilfield marketplace. While some big step changes have been made over the past 15-20 years, there are always more to come… In this …
Read More »An “E-Frac Killer”? Too Soon?? A Few Questions Come To Mind…
In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …
Read More »Why Shale E&P Is Going Green – Interesting Factoids About Cost Savings In Water, E-Frac & Solar Initiatives
We highlight the most important sustainability developments disclosed by operators, including several “firsts” for the industry. For many years, EOG has been the industry leader in completion design, technology and reservoir exploitation. Now they are leading the charge on a new front for operators as well: “going green….” There’s a …
Read More »A Flurry Of E-Frac Datapoints To Start The Week
It was a busy Monday for e-frac news, as a flurry of datapoints advancing the narrative in this new trend caught our eye. And it’s possible that buried in this flurry of news is… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Keane & J – Deal Thoughts, Industry Implications, & Frac M&A Generally Speaking
As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …
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