Tag Archives: power

In a matter-of-fact manner, we summarized key points from Halliburton’s conference call today in this report. But we also wanted to take a bit more of an analytical approach and compare what HAL said today vs. our recent research from field checks, anecdotes, and data. That’s what you’ll find in …

HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …

We are participating in two upcoming oilfield industry events that we think many Infill Thinking members would benefit from attending. Each will give us a chance to get a read on how various segments of the US O&G industry is responding to the sudden increase in oil prices. In this …

Some key points about the state of play in the power gen industry with a focus on data centers after catching up with industry friends at a conference… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

HAL’s CEO had a lot to say about the frac outlook this week and here’s what caught our ear… 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 …

The shale / power nexus is moving fast. Here are 10 datapoints to get you up to speed on the latest happenings we are tracking…   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 …

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, …

Writing this report today reminds us of when we wrote this little report back in 2017 about the Permian’s very first in-basin sand mine. That was the start of the dune sand mine rush – a boom that saw 50 plants built over the next seven years. Are we now …

Takeaways from time well spent in Midland Texas this week at the big power conference. 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 …

An emerging trend focused on the data center buildout is blurring industry lines between: oilfield tech… … 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 …