frac spread Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Tue, 18 Apr 2023 18:01:21 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png frac spread Archives - Infill Thinking https://www.infillthinking.com 32 32 Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion https://www.infillthinking.com/infill-thoughts/more-evidence-of-softening-spot-frac-market/ https://www.infillthinking.com/infill-thoughts/more-evidence-of-softening-spot-frac-market/#respond Tue, 18 Apr 2023 17:43:51 +0000 https://www.infillthinking.com/?p=33107 After a recent idling in South Texas, a similar issue is confirmed in… 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 …

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After a recent idling in South Texas, a similar issue is confirmed in…

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Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market https://www.infillthinking.com/infill-thoughts/heres-something-we-are-are-not-used-to-seeing-in-a-sold-out-frac-market/ https://www.infillthinking.com/infill-thoughts/heres-something-we-are-are-not-used-to-seeing-in-a-sold-out-frac-market/#respond Fri, 07 Apr 2023 01:30:37 +0000 https://www.infillthinking.com/?p=33090 For all of 2022, frac crews had no trouble finding work. Is that changing now? 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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For all of 2022, frac crews had no trouble finding work. Is that changing now?

There’s a lot more to this story…

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Is The Pressure Pumping Pricing Pendulum Swinging Backwards? https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-pendulum-swinging-backwards/ https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-pendulum-swinging-backwards/#respond Fri, 31 Mar 2023 16:45:32 +0000 https://www.infillthinking.com/?p=33080 For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 …

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For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes?

There’s a lot more to this story…

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Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post] https://www.infillthinking.com/infill-thoughts/thoughts-on-the-frac-replacement-cycle-frac-pump-fuel-types-guest-post/ https://www.infillthinking.com/infill-thoughts/thoughts-on-the-frac-replacement-cycle-frac-pump-fuel-types-guest-post/#respond Tue, 13 Sep 2022 13:17:22 +0000 https://www.infillthinking.com/?p=32477 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 and receive our research newsletters, …

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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…

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Pressure Pumping Pricing Premonition – The Pendulum Is FINALLY Swinging Back To The Pumpers https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-premonition-pendulum-finally-swinging-back-to-the-pumpers/ https://www.infillthinking.com/infill-thoughts/pressure-pumping-pricing-premonition-pendulum-finally-swinging-back-to-the-pumpers/#respond Fri, 01 Oct 2021 16:48:31 +0000 https://www.infillthinking.com/?p=31418 For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not be the case for much …

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For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not be the case for much longer…

There’s a lot more to this story…

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22% Market Share In 2022? [Simulfrac Series] https://www.infillthinking.com/thinking-ahead/simulfracs-path-to-20-market-share-by-2022-is-becoming-more-clear-simulfrac-series/ https://www.infillthinking.com/thinking-ahead/simulfracs-path-to-20-market-share-by-2022-is-becoming-more-clear-simulfrac-series/#respond Tue, 17 Aug 2021 18:25:24 +0000 https://www.infillthinking.com/?p=31236 How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 …

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How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023…

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Meet The E&Ps [Simulfrac Series] https://www.infillthinking.com/quick-thoughts/meet-the-simulfracing-eps-simulfrac-series/ https://www.infillthinking.com/quick-thoughts/meet-the-simulfracing-eps-simulfrac-series/#respond Mon, 16 Aug 2021 20:53:33 +0000 https://www.infillthinking.com/?p=31235 Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey How, What, Where, Why, …

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Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)…

More In This Series

SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps

Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey

How, What, Where, Why, Why Now, & Who?

Putting E&P Spending Seasonality On Steroids?

Simulfrac Attracts New E&P Converts With A Simple Value Proposition: “Days Are Dollars”

Simulfrac’s ESG Benefits Are Worth Noting As Emissions Activists Target Big Oil And OFS Shops Green Their Fleets

Constraints & Limiting Factors In Simulfrac Adoption [Simulfrac Series]

The Power Of Going All-In On Simulfracing [Simulfrac Series]

There’s a lot more to this story…

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The Power Of Going All-In On Simulfracing [Simulfrac Series] https://www.infillthinking.com/quick-thoughts/the-power-of-going-all-in-on-simulfrac-simulfrac-series/ https://www.infillthinking.com/quick-thoughts/the-power-of-going-all-in-on-simulfrac-simulfrac-series/#respond Wed, 28 Jul 2021 21:02:41 +0000 https://www.infillthinking.com/?p=31179 Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In …

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Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well….

More In This Series

SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps

Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey

How, What, Where, Why, Why Now, & Who?

Putting E&P Spending Seasonality On Steroids?

Simulfrac Attracts New E&P Converts With A Simple Value Proposition: “Days Are Dollars”

Simulfrac’s ESG Benefits Are Worth Noting As Emissions Activists Target Big Oil And OFS Shops Green Their Fleets

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 subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
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  • Downloadable data for analysts

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All Eyes On Haynesville & Appalachia Frac Fleet Count As Gas Prices Surge [Chart Of The Day] https://www.infillthinking.com/quick-thoughts/all-eyes-on-haynesville-appalachia-frac-fleet-count-as-gas-prices-surge-chart-of-the-day/ https://www.infillthinking.com/quick-thoughts/all-eyes-on-haynesville-appalachia-frac-fleet-count-as-gas-prices-surge-chart-of-the-day/#respond Tue, 27 Jul 2021 12:47:39 +0000 https://www.infillthinking.com/?p=31167 Spot HHUB nat gas prices are north of $4. In fact, the whole natural gas curve has moved up pretty substantially since the start of 2Q21. The key question now is… 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 …

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Spot HHUB nat gas prices are north of $4. In fact, the whole natural gas curve has moved up pretty substantially since the start of 2Q21.

The key question now is…

There’s a lot more to this story…

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Constraints & Limiting Factors In Simulfrac Adoption [Simulfrac Series] https://www.infillthinking.com/quick-thoughts/constraints-limiting-factors-in-simulfrac-adoption-simulfrac-series/ https://www.infillthinking.com/quick-thoughts/constraints-limiting-factors-in-simulfrac-adoption-simulfrac-series/#comments Tue, 29 Jun 2021 14:29:39 +0000 https://www.infillthinking.com/?p=31013 Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In …

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Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well….

More In This Series

SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps

Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey

How, What, Where, Why, Why Now, & Who?

Putting E&P Spending Seasonality On Steroids?

Simulfrac Attracts New E&P Converts With A Simple Value Proposition: “Days Are Dollars”

Simulfrac’s ESG Benefits Are Worth Noting As Emissions Activists Target Big Oil And OFS Shops Green Their Fleets

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 subscription options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

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