In the future, we’ll likely look back upon 2023 as the key inflection point in the e-frac trend. 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 …
Read More »ESG Fleet Chatter From The Public Company Realm As Pressure Pumping Stratification Gains Steam
To accompany this chart of the day update, which quantifies the frac fleet by power type across the US basins, we have rounded up additional datapoints… 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 …
Read More »Goodnight! A Billion+ Dollar Deal In Water Midstream Pushes The Envelope On Private Equity Transaction Value
We believe a significant Private Equity deal today sets a new record while re-confirming our view that a new era in the evolution of water midstream model is beginning. The deal’s details also confirm several key thematic points made recently in an in-depth Infill Thinking water analysis. There’s a lot …
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