Tag Archives: fracing

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 an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …

We encountered a mini-doc on the Permian boom this week that is worth a watch if you haven’t seen it yet. Note the prayer before the left turn into 285 traffic at 5:30am… There’s a lot more to this story… Login to see the full update…  To read this update …

We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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 …

When we attended the Petroleum Connection’s frac sand conference in San Antonio in late-October (the largest frac sand event in history by the way), one of our key takeaways from sideline conversations was… This prediction was confirmed this week, but more important than the confirmation was an indicator for 2019 …

We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro 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 …

Everyone’s been focused on trucking in Texas. And trucking in Texas is tight. But it’s the devil you don’t know that’ll get you.  And during the first half of 2018, unanticipated disruptions in transportation modes not involving wheels have wreaked much more havoc in the shale frac sand transportation network. …

The very latest on what the 5th largest pressure pumping company in the US is doing to their fleet to try and capitalize on a hot market. The strategy doesn’t involve newbuilds, but it does include some interesting tweaks. There’s a lot more to this story… Login to see the …

Permian pressure pumper RPC Inc. and their 21 fleets (925k horsepower) have had a rough week. After the company reported a q/q revenue drop of 9.3% for 4Q, the stock is down 15%. During the conference call, the company addressed what we see as most of the key debates in …