This week, we digested an update from a frac market leader… 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 »Halliburton’s Power Business Grows Plus Their Latest Frac Outlook
HAL earnings hit the newswire on Tuesday morning, and we highlight key points of interest from their earnings material and conference call for the broader completions market here… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Tracking Frac Fleets By Basin [CHART OF THE DAY]
Insight on frac crews… 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 options at [email protected]. (Current members login here.) Members get: Exclusive …
Read More »Oilfield Earnings Season Starts Next Week… Here Are 10 Thoughts As We Prepare To Listen
Public Oilfield Service firms start talking to investors next week. Here are 10 things we are listening for… 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 …
Read More »For Permian Frac Sand, This Is The 1st Step To Rebalancing
Any new mines among the dunes? 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 »A Big Frac Efficiency Gain Datapoint With Additional Color On The Job From Our Field Checks…
Interesting datapoint this week, we break it down…. 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 »The E-Fleet Orderbook Finally Takes A Breather…[Data Alert]
Insight on a key trend in frac hydraulic horsepower supply and mix. 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 »3 Interesting Frac Market Wrinkles To Watch As The Cliff Looms
It’s hard to believe, but the fourth quarter is now less than 2 weeks away. We think through some important frac market trends as we head into it… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »Some Notable Things Oilfield CEOs Said (And Didn’t Say) To Investors About The L48 Market
They talk, we listen… 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 »Frac RFP Watch [Chart Of The Day]
In this update, we discuss Permian completion RFP trends… 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 …
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