frac spreads Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 22 Jul 2022 17:58:30 +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 spreads Archives - Infill Thinking https://www.infillthinking.com 32 32 A Look At Frac Crew Expansion YTD, With The Biggest Pumper “Sold-Out” All Year https://www.infillthinking.com/quick-thoughts/a-look-at-frac-crew-expansion-ytd-with-the-biggest-pumper-sold-out-all-year/ https://www.infillthinking.com/quick-thoughts/a-look-at-frac-crew-expansion-ytd-with-the-biggest-pumper-sold-out-all-year/#respond Fri, 22 Jul 2022 17:58:30 +0000 https://www.infillthinking.com/?p=32298 Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update… 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 …

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Frac crew counts continue trending higher despite a much more disciplined frac industry. We take a look at YTD trends leveraging Lium data in this update…

There’s a lot more to this story…

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Counting Frac Crews & Rigs By Company https://www.infillthinking.com/infill-thoughts/counting-frac-crews-rigs-by-company/ https://www.infillthinking.com/infill-thoughts/counting-frac-crews-rigs-by-company/#respond Mon, 01 Nov 2021 20:32:43 +0000 https://www.infillthinking.com/?p=31513 Counting, counting, counting all the crews, one by one they add up! 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 …

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Counting, counting, counting all the crews, one by one they add up!

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Nat Gas Frac Crews – Where Might They Go In 2022 If Henry Hub Is $6+? https://www.infillthinking.com/infill-thoughts/nat-gas-frac-crews-where-might-we-go-in-2022-if-henry-hub-is-6/ https://www.infillthinking.com/infill-thoughts/nat-gas-frac-crews-where-might-we-go-in-2022-if-henry-hub-is-6/#respond Tue, 14 Sep 2021 14:36:33 +0000 https://www.infillthinking.com/?p=31328 In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, 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 …

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In recent posts penned as natural gas prices surged, we’ve taken a look at rig and frac sand trends. We’d be remiss not to do the same in pressure pumping, where…

There’s a lot more to this story…

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HAL Hot Takes On ESG Frac Fleets https://www.infillthinking.com/infill-thoughts/hal-hot-takes-on-esg-frac-fleets/ https://www.infillthinking.com/infill-thoughts/hal-hot-takes-on-esg-frac-fleets/#respond Thu, 09 Sep 2021 20:32:05 +0000 https://www.infillthinking.com/?p=31316 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 receive our research newsletters, you …

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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…

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Follow The Fleets – What Operators Are Saying About Frac Spreads In May 2021 https://www.infillthinking.com/quick-thoughts/follow-the-fleets-what-operators-are-saying-about-frac-spreads/ https://www.infillthinking.com/quick-thoughts/follow-the-fleets-what-operators-are-saying-about-frac-spreads/#respond Mon, 24 May 2021 15:41:11 +0000 https://www.infillthinking.com/?p=30869 In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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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In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company…

There’s a lot more to this story…

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1st Look At $70/BBL In The Permian… Spoiler Alert-New Record High Frac Sand Demand! [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/1st-look-at-70-bbl-in-the-permian-spoiler-alert-new-record-high-frac-sand-demand-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/1st-look-at-70-bbl-in-the-permian-spoiler-alert-new-record-high-frac-sand-demand-chart-of-the-day/#respond Fri, 05 Mar 2021 14:08:58 +0000 https://www.infillthinking.com/?p=30571 Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65. What might $70 oil bring for Permian oilfield activity? The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients (which now include Infill Thinking …

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Oil price momentum continues. Good news from OPEC yesterday buoyed WTI above $65.

What might $70 oil bring for Permian oilfield activity?

The data scientists at Lium Research, our affiliate, had actually run the numbers on that very question a week before this latest oil price spike for data clients (which now include Infill Thinking Analyst Plan members). We’ve summarized those findings here…

There’s a lot more to this story…

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Following Frac Fleets – Round Up Of 2021 Planned Crew Counts Company-By-Company https://www.infillthinking.com/quick-thoughts/following-frac-fleets-round-up-of-2021-planned-crew-counts-company-by-company/ https://www.infillthinking.com/quick-thoughts/following-frac-fleets-round-up-of-2021-planned-crew-counts-company-by-company/#respond Fri, 26 Feb 2021 17:05:34 +0000 https://www.infillthinking.com/?p=30539 In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company… 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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In this update we tally up a bottoms-up look at Lower 48 frac activity company-by-company…

There’s a lot more to this story…

Login to see the full update… 

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Rounding Up Frac And Water Quick Hits As Year-End Oilfield Reports Trickle Out… https://www.infillthinking.com/infill-thoughts/rounding-up-frac-and-water-quick-hits-as-year-end-oilfield-reports-trickle-out/ https://www.infillthinking.com/infill-thoughts/rounding-up-frac-and-water-quick-hits-as-year-end-oilfield-reports-trickle-out/#respond Tue, 02 Feb 2021 13:44:49 +0000 https://www.infillthinking.com/?p=30449 An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt: 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 …

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An important E&P capex update this week reads distinctly negative for anyone hoping for an oilfield spending increase in 2020. Here’s the relevant excerpt:

There’s a lot more to this story…

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Brief Notes On The US Completion Outlook From Thoughts Shared By Three OFS Leaders This Week https://www.infillthinking.com/infill-thoughts/brief-notes-on-the-us-completion-outlook-from-thoughts-shared-by-three-ofs-leaders-this-week/ https://www.infillthinking.com/infill-thoughts/brief-notes-on-the-us-completion-outlook-from-thoughts-shared-by-three-ofs-leaders-this-week/#respond Fri, 24 Jul 2020 17:43:20 +0000 http://www.infillthinking.com/?p=29653 Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab. Here’s what’s… 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 …

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Over the past couple of days, we heard from the management teams of Patterson-UTI, Schlumberger, and Core Lab.

Here’s what’s…

There’s a lot more to this story…

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As The Texas Frac Fleet Sinks, Local Sand Capacity Rapidly Goes Offline [Chart Of The Day] https://www.infillthinking.com/infill-thoughts/as-the-texas-frac-fleet-sinks-local-sand-rapidly-goes-offline-chart-of-the-day/ https://www.infillthinking.com/infill-thoughts/as-the-texas-frac-fleet-sinks-local-sand-rapidly-goes-offline-chart-of-the-day/#respond Thu, 28 May 2020 13:16:20 +0000 http://www.infillthinking.com/?p=29322 We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today. This is now old news, but it still takes our breath away to see that in print. Obviously, nobody’s ever seen an oilfield this …

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We estimate the active frac fleet count across the two big Texas oil plays has fallen from up near X crews in 1Q20 down to only about X active fleets today.

This is now old news, but it still takes our breath away to see that in print.

Obviously, nobody’s ever seen an oilfield this robust come to this sharp of a halt.

Here’s what that’s done to the Texas frac sand mine installed base…

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