It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… Login to see the full update… To read this update and receive our research …
Read More »Sand Icicles & Frozen Hoses – Texas Frac Not Thawing Out Yet… [Photos From The Field]
Sometimes a picture is worth a thousand words, and here are several that Infill Thinking members shared… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …
Read More »Implications To Keep In Mind As The Permian Freezes And Pads Shut Down
As E&Ps react to extreme temps in the Permian by shutting down fracs, we think through the ripple effects this will have in the oilfield marketplace… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …
Read More »New Monthly Frac Fleet Data Report [Chart Of The Day]
In partnership with our research affiliate Lium, here are new frac fleet stats… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …
Read More »Pressure Pumping Market Quick HIts
The biggest news is probably… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find …
Read More »Last Mile Problems Make An Earnings Season Appearance
An thorn in the side of the frac industry that we’ve been reporting on for over a month has surfaced on an earnings call…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
Read More »Rounding Up Frac And Water Quick Hits As Year-End Oilfield Reports Trickle Out…
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: Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
Read More »Modeling The US Frac Fleet By Power Source [Chart Of The Day]
In partnership with our affiliate Lium, we’ve recently begun to actively model frac spreads by power type across the Lower 48…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) …
Read More »Halliburton Talks Frac Market & Changes Their Tone On E-Frac
Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: Login to see the full update… To read this update and receive our research newsletters, you must be a …
Read More »Anecdotal Evidence Keeps Building Saying… Yes, A Run On Sand Is Underway
A quick follow up to our longer piece over the weekend flagging the fast tightening sand spot market after more channel checks on Monday… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …
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