From ProPetro this week, we heard … 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 »Probing For Shale Activity Bottom At $90 WTI [Data Alert]
In this data driven post, we discuss the bottoming trends in shale 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 …
Read More »Permian Simulfracs Breach The 20% Milestone [Data Alert]
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 …
Read More »U.S. Horizontal Drilling Demand Decline Stabilized A Lot In August [Shale Monthly Activity Data Alert]
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 …
Read More »Catching Up On Earnings… ProPetro Takeaways For The Frac Market
On ProPetro’s conference call last week, we heard … 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 …
Read More »Active Frac Fleet Count Trends [Chart Of The Day]
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, …
Read More »Tracking The “Born On Date” For The U.S. Frac Fleet [Chart Of The Day]
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. …
Read More »Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post]
Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update… To read this update …
Read More »More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming 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 are new to Infill Thinking, or …
Read More »ESG Re-Fleeting Trend Update [Chart Of The Day]
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 …
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