Tell us what the oil price is going to be, and we’ll tell you what frac sand demand will be… or at least what our shale data science models (fine tuned over many years and many cycles) estimate it will be! There’s a lot more to this story… Login to …
Read More »Eye In The Sky Still Shows A Lot Of Stacked Horsepower In This Yard
What does satellite imagery tell us about the frac market? 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 …
Read More »3 Questions People Are Asking After This Week’s New Frac Spread Orders
Although the mainstream press will focus on the orders, there’s something unique about them that could have big implications in the sector… 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 …
Read More »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… …
Read More »Frac Inflection… Liberty SMASHES Consensus Estimates… Now Adding Crews In 2 Directions [Developing…]
On Monday afternoon, Liberty reported earnings that SMASHED consensus expectations (beating both consensus sales and profit expectations and raising guidance above 3Q22 consensus expectations). What does Liberty’s outlook mean for the frac industry? We discuss here… There’s a lot more to this story… Login to see the full update… To …
Read More »Permian Sand Mining Surged In 2Q As Supply / Demand Gestures For Equilibrium [Chart Of The Day]
This week, we have an update on local sand mining activity… 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, …
Read More »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 …
Read More »More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming week… 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 …
Read More »Macro Meltdown, But OFS May Be Best House In Bad Neighborhood! [Charts Of The Day]
Capital allocators have a tough job right now as the market focuses intently on discounting bigger risks into assets: inflation is terrible, more Fed rate hikes are coming, and recession fears loom large. Here are some reasons why we are still optimistic about oilfield investments. There’s a lot more to …
Read More »Quick Thoughts On Pressure Pumping: Small Frac Outfits Rise, Bids Strengthen, Old HHP Recycled, & more…
Some interesting market nuggets in pressure pumping crossed our desk this week… 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 …
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