Tag Archives: pressure pumping

This week, we have an update on supply/demand equilibrium in a key part of the frac supply chain… 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 …

How much sand are E&Ps are putting downhole in their wells? We take a look at hard independently formulated data showing that Permian completions engineers are increasing loadings on average. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

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 …

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 …

Headed into 2023, the big fleet turnover changes we wrote about earlier this week have subsequently been announced. Now who will fill the void? We discuss our channel checks on the transition and why the hard part is just beginning here… There’s a lot more to this story… Login to …

Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …

Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …

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 …

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 …

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 …