In September 2021, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the latest ESG fleet counts and discuss the state of the industry’s environmentally-friendly recapitalization trend… feature image photo credit: profrac tier iv pump – profrac has been an early …
Read More »Key Market Takeaways From RPC’s Frac Outlook & Results
RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 »Permian Trucking Shortage Improves 20-50%. Now A Big Freight Rate Reset Is Underway
What’s new in the trucking pain point for the frac supply chain this week? We discuss… 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 »Trucking Crunch Update Plus New CNG Trucks Roll Out In Frac Sand Land
Trucking talking points from a painfully strained week in the frac supply chain… 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 »Gauging E&P Urgency Headed Into 2022 Around 22 Key Shale Themes
Over the past couple of years, the focus on various buzzwords / topics has ebbed and flowed in E&P land. In this update, we take a data driven look at the trends in where E&Ps have focused, breaking down the intensity of conversation on 22 key themes for 2022. There’s …
Read More »A Sand Hauler Starts A Fast-Paced ESG Re-Fleeting Mission…
We’ve recently covered the CNG re-fleeting efforts of several last milers including Detmar Logistics and Sand Revolution. This week, we learned that… 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 …
Read More »Shots Fired In E-Frac World [Friday Fun]
Halliburton held a webcast during the Barclays investor conference this week, and we analyzed the finer points around ESG-fleets here. During our viewing, we kept getting distracted by the captivating…
Read More »HAL Hot Takes On ESG Frac Fleets
This week, Halliburton talked about something we’ve been doing a lot of work on lately: ESG fleet trends. Here’s the key points and the key pieces from our archive to add context… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »ESG Frac Fleets Are Suddenly Everywhere. Here’s Why…
In research posted earlier this week, we marveled at the arm’s race in US pressure pumping to re-fleet with emissions-friendly equipment. Today we explore the why… feature image photo credit: profrac tier iv pump – profrac has been an early mover in exploring the power of dual fuel conversion There’s …
Read More »Oilfield Water – Produced & Fresh H2O Datapoint Roundup
As we prep for the 3RD ANNUAL OILFIELD WATER INUDSTRY UPDATE at the Houstonian this fall, we are digging into what matters in produced water and water midstream. Here is what we found… There’s a lot more to this story… Login to see the full update… To read this update …
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