In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the shale-patch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Frac Company Gives Update On The Loosening In Spot Frac Market; Shelves Expansion
After a recent idling in South Texas, a similar issue is confirmed in… 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 »Here’s Something We Are Are Not Used To Seeing In A Sold-Out Frac Market
For all of 2022, frac crews had no trouble finding work. Is that changing now? 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 »Is The Pressure Pumping Pricing Pendulum Swinging Backwards?
For all of 2022, we wrote at Infill Thinking about how net pricing in frac services had been going up. Is now when that changes? 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 …
Read More »ProFrac’s New Competitive Moat In The Haynesville Is Working
A couple weeks ago on their earnings call, ProFrac said something important that may have been missed amidst the deluge of datapoints with their earnings release… so we wanted to linger on it here and feather in a little additional color from our sand mine data. There’s a lot more …
Read More »A “Run On 2023 Service Capacity” By E&Ps Suggests OFS Stays Tight
Something interesting is afoot on the contracting / bidding process for 2023 in shale oilfield services… 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, …
Read More »Pressure Pumping Pricing Premonition – The Pendulum Is FINALLY Swinging Back To The Pumpers
For most of 2021, we’ve written at Infill Thinking about how net pricing in frac services has been elusive despite the frac crew count climbing higher – it’s been a priceless recovery with pumpers receiving very few price increases outside of cost inflation pass throughs. Here’s why that may not …
Read More »Frac Sand Scattershooting – Bakken Bump, Permian Puzzler, Last Mile Solution Construction, and more…
In addition to the in-depth updates Infill Thinking published this week, we hunted down a variety of miscellaneous datapoints from around the sandpatch that are deserving of a quick mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger.
Well, you’ve got to hand it to this CEO for being a man of his word. We break down the latest contract news in the oilfield service space as things are getting ugly amid market deterioration. Don’t miss our bullet point analysis of the implications of this news. There’s a …
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