Infill Thinking Lifting the O&G knowledge curve
Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Last Week
Frac Market Takeaways From Liberty’s Conference Call
Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Today
Consensus Now Anticipates Nat Gas Activity Softening In 2023… So The Debate Has Rapidly Shifted To OFS Pricing
Shale Earnings – Key Takeaways From Several Calls This Week As Gas Weakness Becomes The Key Theme & E&Ps Start To Hint At OFS Deflation
Oilfield Earnings – We Are Almost To The Exciting Part… Some Things To Listen For This Week…
ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results
And The Frac Beats Go On, Da-da-dum, da-dum, da-da
