Tag Archives: frac

This week, two large pressure pumpers hosted 4Q19 earnings calls. Here are our takeaways from their remarks as it pertains to the 2020 pressure pumping market…     There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …

In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …

Last week’s three-day Petroleum Connection was the biggest event of the year in the frac sand supply and logistics industry, drawing over 500 attendees and the who’s who of the completions supply chain. The agenda was well constructed, and we tip our hats to the conference organizers for their thoughtful …

Back in the heyday of the Permian local frac sand boom (2017), Infill Thinking was breaking news about an incremental Permian frac sand plant once a week it seemed. With the Permian now oversupplied, all’s been quiet on the greenfield construction front for the past year. Here lately, we’ve been …

As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …

In a five-minute read, here’s what completions supply chain pros need to know about Schlumberger’s market commentary Thursday morning… 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 …

As oilfield service earnings season winds down, the 1H19 pressure pumping narrative is now pretty well established. Here’s what we heard this week that’s a little bit different and off the beaten path… There’s a lot more to this story… Login to see the full update…  To read this update …

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. 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 …

Direct sourcing in the supply chain may feel like it’s been around forever since “everybody’s doing it” now. But it’s actually still very new and the repercussions are still reverberating. In the wake of a flurry of direct sourcing headlines in recent weeks, we thought it’d be interesting to put …