earnings season Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 27 Feb 2024 22:03:37 +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 earnings season Archives - Infill Thinking https://www.infillthinking.com 32 32 US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook https://www.infillthinking.com/quick-thoughts/us-silicas-thoughts-on-the-atlas-hi-crush-deal-plus-their-frac-sand-market-outlook/ https://www.infillthinking.com/quick-thoughts/us-silicas-thoughts-on-the-atlas-hi-crush-deal-plus-their-frac-sand-market-outlook/#respond Tue, 27 Feb 2024 21:57:58 +0000 https://www.infillthinking.com/?p=33991 US Silica provided their outlook this morning and here’s what we took away… 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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US Silica provided their outlook this morning and here’s what we took away…

There’s a lot more to this story…

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“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook https://www.infillthinking.com/quick-thoughts/relatively-steady-is-patterson-utis-drilling-completions-outlook/ https://www.infillthinking.com/quick-thoughts/relatively-steady-is-patterson-utis-drilling-completions-outlook/#respond Thu, 15 Feb 2024 23:33:58 +0000 https://www.infillthinking.com/?p=33935 Read-through to the D&C market from a leading player in both rigs and frac crews today… 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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Read-through to the D&C market from a leading player in both rigs and frac crews today…

There’s a lot more to this story…

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US Silica’s Market Outlook https://www.infillthinking.com/quick-thoughts/us-silicas-market-outlook-2/ https://www.infillthinking.com/quick-thoughts/us-silicas-market-outlook-2/#respond Fri, 03 Nov 2023 16:37:29 +0000 https://www.infillthinking.com/?p=33599 US Silica provided their outlook this morning and here’s what we took away… 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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US Silica provided their outlook this morning and here’s what we took away…

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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Spot Exposure Comes Back To Bite In Frac https://www.infillthinking.com/infill-thoughts/spot-exposure-comes-back-to-bite-in-frac-cudd-takeaways/ https://www.infillthinking.com/infill-thoughts/spot-exposure-comes-back-to-bite-in-frac-cudd-takeaways/#respond Fri, 27 Oct 2023 17:06:21 +0000 https://www.infillthinking.com/?p=33583 Catch up on the key points in pressure pumping… 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 …

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Catch up on the key points in pressure pumping…

There’s a lot more to this story…

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Halliburton’s Frac Outlook https://www.infillthinking.com/infill-thoughts/halliburtons-frac-outlook/ https://www.infillthinking.com/infill-thoughts/halliburtons-frac-outlook/#respond Tue, 24 Oct 2023 18:34:33 +0000 https://www.infillthinking.com/?p=33580 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 us to discuss our current …

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The company’s earnings report and call today suggested…

 

There’s a lot more to this story…

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The Great Sand Price Debate… What To Make Of Conflicting Datapoints? [Data Alert] https://www.infillthinking.com/quick-thoughts/the-great-sand-price-debate-what-to-make-of-conflicting-datapoints-data-alert/ https://www.infillthinking.com/quick-thoughts/the-great-sand-price-debate-what-to-make-of-conflicting-datapoints-data-alert/#respond Thu, 07 Sep 2023 21:31:19 +0000 https://www.infillthinking.com/?p=33471 US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points… 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 …

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US Silica provided their first outlook commentary given in 2023 this morning. Here are 7 key points…

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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What Are Public E&Ps Are Saying About Frac Sand? Here’s A Roundup… https://www.infillthinking.com/quick-thoughts/what-are-public-eps-are-saying-about-frac-sand-heres-a-roundup/ https://www.infillthinking.com/quick-thoughts/what-are-public-eps-are-saying-about-frac-sand-heres-a-roundup/#respond Thu, 03 Aug 2023 20:49:13 +0000 https://www.infillthinking.com/?p=33400 We caught up on how E&Ps see frac sand trending… 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 …

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We caught up on how E&Ps see frac sand trending…

There’s a lot more to this story…

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US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends https://www.infillthinking.com/quick-thoughts/us-silica-launches-rock-catcher-rental-systems-talks-market-trends/ https://www.infillthinking.com/quick-thoughts/us-silica-launches-rock-catcher-rental-systems-talks-market-trends/#respond Fri, 28 Jul 2023 17:22:12 +0000 https://www.infillthinking.com/?p=33369 US Silica provided their outlook and some big new disclosures this week… 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 …

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US Silica provided their outlook and some big new disclosures this week…

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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Pressure Pumper Management Teams Address Market Challenges https://www.infillthinking.com/infill-thoughts/pressure-pumper-management-teams-acknowledge-market-challenges/ https://www.infillthinking.com/infill-thoughts/pressure-pumper-management-teams-acknowledge-market-challenges/#respond Fri, 28 Jul 2023 15:02:40 +0000 https://www.infillthinking.com/?p=33367 Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT 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 …

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Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here).

There’s a lot more to this story…

Login to see the full update… 

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

 

 

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Halliburton Frac Activity Slips As They Deliver E-Fleets & Retire (Or More Accurately Said… Recycle?) Legacy Pumps https://www.infillthinking.com/infill-thoughts/halliburton-frac-activity-slips/ https://www.infillthinking.com/infill-thoughts/halliburton-frac-activity-slips/#respond Wed, 19 Jul 2023 12:35:07 +0000 https://www.infillthinking.com/?p=33327 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 Thinking, or your membership has …

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Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23…

 

There’s a lot more to this story…

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