Tag Archives: frac

Do you like real-world, real-time market anecdotes that you can’t get online (or with AI)? You’ve come to the right place! 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 …

Quick hits from conversations with industry contacts in Houston this morning…   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 …

Over the weekend, it felt like oil was going to $200 as President Trump escalated. And Monday morning, WTI was down 10% to $88 as President Trump de-escalated. It’s gotta be real tough to make a living predicting geopolitics these days! It’s also gotta be tough for E&Ps to make …

Will this oil price rip trigger a margin expansion story in oilfield service? Here we discuss some recent data points we’ve collected from the field, plus context from many years of covering OFS cycles – we’ve seen this movie before! There’s a lot more to this story… Login to see …

What’s up with the weather? 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 our …

As oil prices surge, we ran another round of field checks and there’s one word on the tip of everyone’s tongue at this point in the post-war shock… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Who’s working what where? 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 our current …

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 …

This week, we digested an update from a frac market leader… 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, …

We were able to check in with many contacts about the state of the frac industry at a conference this week… 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 …