lbrt Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Fri, 26 Jan 2024 19:40:33 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png lbrt Archives - Infill Thinking https://www.infillthinking.com 32 32 Liberty Looking For Growth After 1Q24 https://www.infillthinking.com/infill-thoughts/liberty-looking-for-growth-after-1q24/ https://www.infillthinking.com/infill-thoughts/liberty-looking-for-growth-after-1q24/#respond Fri, 26 Jan 2024 14:38:09 +0000 https://www.infillthinking.com/?p=33868 A key takeaway from Liberty’s earnings call this week was… 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 …

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A key takeaway from Liberty’s earnings call this week was…

There’s a lot more to this story…

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Liberty’s “Boring” Frac Outlook https://www.infillthinking.com/infill-thoughts/libertys-frac-outlook/ https://www.infillthinking.com/infill-thoughts/libertys-frac-outlook/#comments Fri, 20 Oct 2023 15:33:30 +0000 https://www.infillthinking.com/?p=33572 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 to discuss our current subscription …

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This week, Liberty talked quite a bit about..

There’s a lot more to this story…

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Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways] https://www.infillthinking.com/infill-thoughts/libertys-rule-of-thumb-frac-fleet-following-rig-count-on-a-one-quarter-lag-analysis-of-that-other-conference-call-takeaways/ https://www.infillthinking.com/infill-thoughts/libertys-rule-of-thumb-frac-fleet-following-rig-count-on-a-one-quarter-lag-analysis-of-that-other-conference-call-takeaways/#respond Fri, 21 Jul 2023 16:56:49 +0000 https://www.infillthinking.com/?p=33337 This week, Liberty talked quite a bit about.. As a general impression… 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 …

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This week, Liberty talked quite a bit about..

As a general impression…

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 options at hello@infillthinking.com(Current members login here.)

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Frac Market Takeaways From Liberty’s Conference Call https://www.infillthinking.com/quick-thoughts/frac-market-takeaways-from-libertys-conference-call/ https://www.infillthinking.com/quick-thoughts/frac-market-takeaways-from-libertys-conference-call/#respond Mon, 24 Apr 2023 12:55:36 +0000 https://www.infillthinking.com/?p=33118 This week, Liberty talked quite a bit about.. As a general impression… 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 …

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This week, Liberty talked quite a bit about..

As a general impression…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
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  • Downloadable data for analysts

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Frac Service Providers Warn Of Gas Basin Pullback As The Oil Basin Frac Outlook Flattens Out https://www.infillthinking.com/quick-thoughts/frac-service-providers-warn-of-gas-basin-pullback-as-the-oil-basin-frac-outlook-flattens-out/ https://www.infillthinking.com/quick-thoughts/frac-service-providers-warn-of-gas-basin-pullback-as-the-oil-basin-frac-outlook-flattens-out/#respond Fri, 27 Jan 2023 20:01:46 +0000 https://www.infillthinking.com/?p=32887 The pumpers had some interesting things to say this week… we break it down here. 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 …

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The pumpers had some interesting things to say this week… we break it down here.

There’s a lot more to this story…

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Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results https://www.infillthinking.com/quick-thoughts/liberty-sees-frac-growth-trajectory-slowing-inline-with-recent-infill-thinking-survey-results/ https://www.infillthinking.com/quick-thoughts/liberty-sees-frac-growth-trajectory-slowing-inline-with-recent-infill-thinking-survey-results/#respond Fri, 21 Oct 2022 14:37:46 +0000 https://www.infillthinking.com/?p=32611 This week, Liberty talked quite a bit about.. As a general impression… 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 …

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This week, Liberty talked quite a bit about..

As a general impression…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

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Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions [Developing…] https://www.infillthinking.com/quick-thoughts/frac-inflection-liberty-smashes-estimates-adds-crews-in-two-directions-developing/ https://www.infillthinking.com/quick-thoughts/frac-inflection-liberty-smashes-estimates-adds-crews-in-two-directions-developing/#respond Mon, 25 Jul 2022 23:00:14 +0000 https://www.infillthinking.com/?p=32315 On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update…  To read this update and receive …

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On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here…

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 options at hello@infillthinking.com(Current members login here.)

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Liberty Sees Rebundling, Past-Tense Sand Crisis, Modest HHP Pricing Gains Ahead, & Not Much New On Wet Sand… https://www.infillthinking.com/quick-thoughts/liberty-sees-a-rebundling-trend-sand-crisis-in-the-rearview-mirror-and-modest-outlook-on-frac-pricing/ https://www.infillthinking.com/quick-thoughts/liberty-sees-a-rebundling-trend-sand-crisis-in-the-rearview-mirror-and-modest-outlook-on-frac-pricing/#respond Mon, 25 Apr 2022 20:08:49 +0000 https://www.infillthinking.com/?p=32069 Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general impression… There’s a lot more to this story… Login …

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Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals.

After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook.

As a general impression…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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New & Noteworthy Takeaways From Liberty’s Pumping & Sand Market Commentary https://www.infillthinking.com/quick-thoughts/heres-whats-new-noteworthy-from-libertys-pumping-sand-market-this-week/ https://www.infillthinking.com/quick-thoughts/heres-whats-new-noteworthy-from-libertys-pumping-sand-market-this-week/#respond Thu, 10 Feb 2022 17:00:35 +0000 https://www.infillthinking.com/?p=31857 Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals. After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook. As a general comment,… There’s a lot more to this story… Login …

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Liberty talked quite a bit about sand and logistics on their earnings conference call this week along with their usual airtime on pumping market fundamentals.

After processing their remarks, here is what jumped out at us regarding the frac supply chain market outlook.

As a general comment,…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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New Year, New Era At Liberty OFS https://www.infillthinking.com/quick-thoughts/new-year-new-era-at-liberty-ofs/ https://www.infillthinking.com/quick-thoughts/new-year-new-era-at-liberty-ofs/#respond Mon, 04 Jan 2021 15:09:36 +0000 https://www.infillthinking.com/?p=30330 In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… There’s a lot more to …

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In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty…

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 options at hello@infillthinking.com(Current members login here.)

Members get:

  • Exclusive research update newsletters
  • High-caliber, data-driven analysis and boots-on-the-ground commentary
  • New angles on stories you’ll only find here
  • No advertisements, no noise, no clutter
  • Quality coverage, not quantity that wastes your time
  • Downloadable data for analysts

Contact us to learn about signing up! hello@infillthinking.com

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