HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …
Read More »5 Big Picture Completions Market Takeaways From Houston Industry Conference This Week
This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …
Read More »Here Are The Latest Frac Crew Counts By Pumper After 4Q23 Earnings Season
A round up of fleet counts… 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 …
Read More »ProFrac Throws Down The Gauntlet, Going After Market Share
ProFrac was the final pressure pumper to report 4Q23 earnings this week. And there were fireworks. Analysis, data, and context on why what they said matters so much in frac. There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac & Wellsite Pile Storage Notes From The Road [Permian Field Trip]
Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …
Read More »Sand Mine Notes & Photos From The Road [Permian Field Trip]
Last week, we put boots on the ground in the Permian for a mine tour and a wellsite storage demo. We also put some miles on the truck driving out to some interesting sites to get eyes on some cutting edge activity. Here are some takeaways and photos from that …
Read More »Getting More For Less Is A Prominent 2024 Shale E&P Theme As Operators Focus On “Capital Efficiency”
We analyze what will be one of the top E&P themes of 2024 in shale. 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 »Rigs & Crews By Operator As Another E&P Adopts Trimul-fracs And Multiple Teams Integrate After Recent M&A
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 …
Read More »ProPetro Expects Flat 2024 Frac Activity, Not Losing Sleep Over Depressed Diesel Fleet Spot Market
From ProPetro 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 us to …
Read More »“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook
Read-through to the D&C market from a leading player in both rigs and frac crews today… 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, …
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