3 weeks ago we wrote that RIFs might be returning to the oilfield… today that report was confirmed by a large pumper. 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 …
Read More »A Penny For Your Thoughts? Our Mid-Year 2023 US Oilfield Outlook Survey Is Live!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Are RIFs Returning In Frac?
Are RIFs returning to the oilfield? 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 »Halliburton Newbuild Strategy Pivots To Replacement From Expansion. Also Mobilizing Multiple Gas Fleets
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Earnings Season Preview: 7 Critical Themes To Watch In The Oilfield
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 »HAL Indirectly Addresses ProFrac’s Sand Strategy As They Build INCREMENTAL Fleets Against A Full Frac Calendar
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Digesting Halliburton’s Comments Today On Pricing, E-Fleets, 4Q Budget Exhaustion, & 2023 Growth
Halliburton’s conference call this morning lines up well with some of our recent research and presents a positive fundamental framework for OFS into next year (albeit with growth coming at a slower pace now)… There’s a lot more to this story… Login to see the full update… To read this …
Read More »Early Voting: Our First Impressions On Key 2023 Trends As Survey Results Pile Up
As more results flood in from our 2023 survey, we are starting to see some key 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 …
Read More »Our 2023 US Oilfield Outlook Survey Is Live!
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 …
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