Catch up on the key points in pressure pumping… 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 …
Read More »Halliburton’s Frac Outlook
The company’s earnings report and call today suggested… 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 …
Read More »Thinking About OFS Implications In Another E&P Mega Deal
Context on what the latest E&P megadeal could mean for OFS… 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, …
Read More »Liberty’s “Boring” Frac Outlook
This week, Liberty talked quite a bit about.. 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 …
Read More »Hi-Crush Is “Crushing It” With Their Infield Wet Sand Throughput
Based on production run rates the day we visited, Hi Crush’s two mobile mini mines are producing enough sand to… 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 …
Read More »Environmentalists (Or Bots?) Are Flooding The Now Extended DSL Listing Comment Period With Copy/Paste Text
The public comment section of the DSL listing (which closes this week) has become a hot mess of non-incremental submissions… 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 …
Read More »OnCore #8 In The Works?
We offer Infill Thinking members some valuable context around recent mobile-mini frac sand plant headlines. 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 »The Latest D&C Fleets Operator-By-Operator
Who’s working 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 subscription …
Read More »Here’s The Latest Frac Crew Counts By Pumper
A round up below 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 …
Read More »Closing Out Frac Earnings Season With Market Highlights From ProFrac & ProPetro
We digested new datapoints from ProFrac and ProPetro over the past couple weeks… 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 …
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