Tag Archives: pressure pumping

Pressure Pumpers Step Up Rebundling Pressure

We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …

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And The Frac Beats Go On, Da-da-dum, da-dum, da-da

First Halliburton, then Liberty, and now Nextier and RPC Inc have all beat consensus expectations for 2Q22 and raised guidance ahead of expectations for coming quarters. It’s a great time to be a pressure pumper. So far… There’s a lot more to this story… Login to see the full update…  …

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Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next 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 a member. If …

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