Today, we refreshed a must-have shale database tracking some key metrics in the L48 shale surface markets. 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 »Catching Up With Cudd As They Grapple With “Fiercely Competitive Bidding” And More Capacity In Frac
We catch up on key takeaways for a Permian fleet of hydraulic frac horsepower… 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 »Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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 »+1 Permian E-Fleet Prompts Quick Thoughts On The “ESG-Fleet” Recapitalization
This week, we share some e-fleet thoughts… 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 …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season
A round up of fleet counts… 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 …
Read More »Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts
The great Permian E&P consolidation spree continues with another big deal before the New Year. Long rumored, Oxy finally announced the CrownQuest acquisition today. $12bn. Press release. Another Public gobbling up a Private, and this time one of the biggest privates in the Permian was the target. Here are some …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 3Q23 Earnings Updates
A round up of fleet counts… 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 …
Read More »Here’s The Latest Frac Crew Counts By Pumper
A round up below of fleet counts… 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 …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 …
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