E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »Public Pressure Pumper Points – Takeaways From Last Weeks Calls (NexTier, Universal, & Cudd)
Here’s what frac market participants need to know from the latest round of disclosures… 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 …
Read More »E&Ps Talk About Service Cost Relief
E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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 »Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion
After a recent idling in South Texas, a similar issue is confirmed in… 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 …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market
For all of 2022, frac crews had no trouble finding work. Is that changing now? 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 …
Read More »Is The Pressure Pumping Pricing Pendulum Swinging Backwards?
For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 …
Read More »A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation
We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …
Read More »Mapping The Public OFS Universe’s Customer Concentration From Disclosures
Thoughts on the importance of certain customers to certain OFS providers… 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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