Here’s what you need to know about ProFrac’s approach to the market and latest outlook… 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 »Liberty Calls The Frac Bottom As Their Sales Force Raises Prices & Considers Capacity Increases
Liberty’s CEO Ron Gusek talked frac market conditions this week – his take comes at a critical time in the oilfield business cycle, less than 2 months after the unforeseen and sudden re-rating of oil prices. There’s a lot more to this story… Login to see the full update… To …
Read More »Frac Activity Updates & Forecasts From 2 Public Pressure Pumpers
In this update we analyze pressure pumping trends… 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 us …
Read More »ProFrac Sees The Pullback Starting Now…
What to know from ProFrac earnings last 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 expired, please email …
Read More »ProFrac Reactivates 6 Frac Crews & Announces Power Solutions Launch, Making Good On Our December Prediction
What to know from ProFrac earnings 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 expired, please email …
Read More »Pressure Pumper Expects A Flat Permian Frac Market Where You Have To Fight For What You’ve Got
This week, we tuned in as another completions service provider’s executive team discussed their frac market outlook for 2025. Here’s what we learned… photo taken by infill thinking in 1Q25 showing the company’s fleet pumping for a major operator near Stanton after we followed the truckloads of wet sand from …
Read More »“Area 51” Has Opened – Following Up With Haynesville Damp Sand Pioneer On Expansion
This week, we had a chance to catch up with a private company management team about some of the expansion projects they were working on when we visited their Haynesville mining site last year… There’s a lot more to this story… Login to see the full update… To …
Read More »ProFrac Replacing Diesel Fleets With Next Gen Pumps/Power Gen, & Navigating Price/Activity Challenges
What to know form ProFrac earnings 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 expired, please email …
Read More »Badger Taylor Is Built (And Run) To Last [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
Read More »Here Is Why Covia Tunnel City Has Run For A Decade Without Pause [Notes From Behind The Gate]
We spent several days in early-October 2024 visiting Northern White Sand plants, gathering completions market intel and facility information. Our tour included hosted facility tours and drive-bys, and here we bring you insights from one of those stops along the road… There’s a lot more to this story… Login to …
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Infill Thinking Lifting the O&G knowledge curve