Tag Archives: frac

Universal’s parent company talked about the outlook for the frac business 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, or your membership has …

Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …

This morning, Schlumberger kicked off 3Q20 earnings season in the oilfield marketplace… 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 …

Some things never change, and the persistent propensity to overbuild in the frac industry at large will outlive this Chapter 11 era. Twice last 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 …

The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …

We are honored to carry this very important post from a supply chain strategist at one of the top three pressure pumpers in the US on a potential change in the oilfield marketplace – rebundling in the frac supply chain… There’s a lot more to this story… Login to see …

Since the Liberty / Schlumberger transaction was announced, the direct sourcing trend has become a hot topic again. I don’t know about you, but it’s nice to be talking about something other than bankruptcy and downturn trends again! Unbundling in the completions supply chain has gone mainstream over the past …

As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update…  To read this update and …

In addition to the in-depth updates published during another interesting week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We take a look at some notable comings and goings. The frac talent pool continues to play musical chairs. 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 …