Tag Archives: equipment

In this data driven post, we discuss the trend in Permian simulfrac activity. 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 …

In this data alert, see an interesting observation from a new data release just added for data subscribers… 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 …

We estimate there are X-X fleets active in the U.S. market today. Here’s how that trend looks over time with a few thoughts on 1Q23 trends in completions… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We estimate there is about X-X mm hydraulic horsepower (HHP) available in the U.S. market. Here’s how it stacks up by age….   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. …

Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …

A variety of datapoints crossed our desk and surfaced in client meetings this week that didn’t warrant a full update but are certainly worth a mention and impact the frac supply chain. Here are the nuggets that stood out to us…. There’s a lot more to this story… Login to …

With the days of large-scale in-basin mine construction vanishing, we wonder if the miniaturization trend this chart reveals is a precursor to the rise of mobile-mini plants? There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

The customer of a large frac outfit wasn’t the only one talking excitedly about electric fracs last week. Here’s what the builders said… 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. …

On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …

As usual, NOV’s earnings call last week provided detailed color on the oilfield supply chain. CEO Clay Williams always does a good job of taking listeners inside his manufacturing shops around the oil patch. If there is iron in the oilfield, there’s a good chance at least some part of …