If you are looking at the rig count going up every week and thinking that translates 1:1 to frac increases, think again… 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 …
Read More »Counting Frac Crews & Rigs By Company
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 …
Read More »Liberty Boxes Up The PropX Platform
What Happened: Yesterday evening, Liberty announced they are buying out PropX for $90mm. Here are our quick thoughts on the deal. 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 …
Read More »Quick Thoughts On Three Deals Of Note – One Each In Water, Frac, & E&P
Context is key and we’ve got some for the big deals announced this 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 your …
Read More »Halliburton Sings 5F’s Praises; Says Net Pricing Is Back In Frac
Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 …
Read More »Good News Bad News For S TX Sand Buyers
An update on Eagle Ford sandemonium… 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 »Frac Newco & Market Updates
In light of several recent public announcements and developments at startup frac outfits we’ve been covering this year (plus the public “arrival announcement” of another new entrant), now’s a good time for pressure pumping newco news roundup. Throughout 2021, we’ve kept Infill Thinking members in-the-know early about the several new …
Read More »Pressure Pumping Pricing Premonition – The Pendulum Is FINALLY Swinging Back To The Pumpers
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 …
Read More »From Bad To Worse For Eagle Ford Sand Buyers…
Things went from bad to worse for buyers in the Eagle Ford sand market this week… here’s the latest. 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 …
Read More »South Texas Frac Supply Chain Roiled By Covid
Last week all the talk in the Eagle Ford frac supply chain market was of a mine closure that rapidly tightened the local proppant marketplace. Here are the details and market impacts… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »