Infill Thinking covers read-through and takeaways from the first earnings release of 1Q25 OFS earnings season… 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, …
Read More »5 Key Frac Market Points From Liberty’s New CEO
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… Before our takeaways, we recognize Chris Wright on his confirmation as U.S. Secretary of Energy – congratulations Chris and congratulations America, for we cannot imagine a better person for the job. Chris founded Liberty …
Read More »Liberty’s Outlook Confirms That It’s Gonna Get Worse Before It Gets Better In OFS. Oh And They Are Also Working On A Sand Slurry Last Mile Pipe System!
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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, …
Read More »Key Takeaways From Liberty’s Moderating Frac Outlook
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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, …
Read More »Frac Market Read-Through From Liberty As They Kicked Off OFS Earnings Season This Week
Infill Thinking covers read-through and takeaways from the first earnings release of 1Q24 OFS earnings season… 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, …
Read More »Liberty Looking For Growth After 1Q24
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 …
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 »Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
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 …
Read More »Frac Market Takeaways From Liberty’s Conference Call
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 …
Read More »Liberty Sees Frac Growth Trajectory Slowing – Inline With Recent Infill Thinking Survey Results
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 …
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