Here’s what we learned from the latest round of pressure pumpers commentary (last week we covered takeaways from HAL here and LBRT here). 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. …
Read More »Liberty’s Rule-Of-Thumb: Frac Fleet Fall Lags Rig Count By A Quarter [Analysis Of That & Other Conference Call Takeaways]
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 …
Read More »NexTier’s APEX Damp Sand Pile Solution Is Impressive In-Person – Has A Good Growth Fairway Ahead [Boots-On-The-Ground Report]
This week, we had an opportunity to visit a NexTier damp sand frac job in the Eagle Ford where the company had deployed their new wet sand pile solution. Here is what we learned about this new approach to wellsite sand management which is novel to frac but leverages proven …
Read More »Halliburton Frac Activity Slips As They Deliver E-Fleets & Retire (Or More Accurately Said… Recycle?) Legacy Pumps
Their press release confirms our expectations into this earnings season of sliding frac activity during 2Q23… 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 »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 »Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers
Will industry consolidation stop with the NEX/PTEN merger? That seems unlikely to us… 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 …
Read More »Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…
NEX/PTEN merger wasn’t the only M&A deal making ripples in frac today…. 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 …
Read More »Key Takeaways As NexTier / Patterson-UTI Combination Is Now Official
Thinking about market implications of the NEX/PTEN merger…. 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 …
Read More »Thoughts On Rumored NexTier / Universal Combination + A Post-Deal Market Share Chart
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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 …
Read More »Catching Up On Earnings… ProPetro Takeaways For The Frac Market
On ProPetro’s conference call last week, we heard … 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 …
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