Tag Archives: pressure pumping

Over the past couple of days, we’ve listened to the conference calls of Liberty, Patterson-UTI, RPC and Calfrac (together we estimate these pumpers have X% market share in Lower 48 frac market). Here are the key datapoints that have read-through to the broader frac market… There’s a lot more to …

On their earnings call this week, Halliburton stated that rebalancing underway in the frac market right now is setting up a price recovery for pressure pumping in 2022. Absent some big shift in the current trajectory, we aren’t so sure… There’s a lot more to this story… Login to see …

Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 …

Sure, companies have developed coping mechanisms, but it’s still a big risk in the medium- to long-term outlook for U.S. oil production… 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 …

We are looking forward to participating in the simul-frac panel at the Frac Sand Industry Update in a couple weeks. It’ll be a great discussion with panelists from Chevron, Halliburton, Badger, and Sand Revolution discussing how this wellsite procedural change is rippling back up the frac supply chain. Here are …

With oil prices where they are (well above expectations for the year) and frac sand hard to find in Texas for much of 1Q21, multiple Infill Thinking members have recently inquired offline about Infill Thinking’s sand demand estimates in the big two Texas basins. This chart provides a glimpse of …

Wondering what shale spending is going to do in 2021? Our guest posts put their machines to work to find out! 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 …

When we look back on 1Q21, many of us will probably remember the freeze and power outages in Texas for the rest of our lives. Some of us will remember the sand market craziness too. And a few of us might also recall disorder in other parts of the frac …

It’s been nearly three weeks since the Texas cold snap began and froze the oilfield. As Infill Thinking readers know, the frac sand supply situation in Texas went from bad to worse in a hurry during… There’s a lot more to this story… Login to see the full update…  To …

In January, Infill Thinking wrote that simul fracs would be the dominant disruptive theme in 2021 (read more). During 4Q20 earnings season, evidence is building in support of the trend’s big impact… There’s a lot more to this story… Login to see the full update…  To read this update and …