Tag Archives: electric frac

We don’t often react to press releases here at Infill Thinking, but one out yesterday caught our attention and it is worth a few words here as we believe it has implications for the future of frac and pumping market share even if it is unlikely to become ubiquitous. There’s …

Shale E&P and service are tough businesses in the best of times. Even absent any disruptive outside forces, there are always pressing technical and business problems to solve – problems that require capital and an intently focused talent pool. Since Infill Thinking’s inception nearly four years ago, we’ve covered the …

We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 …

A data-driven look at trends in electric frac fleet deployments. 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 …

As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …

In this piece, we’ve put together a proprietary “voice of the industry” survey on electric frac fleets. We talked to contacts across the completions space about the pros, cons, adoption rates, and second order effects of utilizing electric frac fleets for this study. There’s a lot more to this story… …

In an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …

The customer of a large frac outfit wasn’t the only one talking excitedly about electric fracs last week. Here’s what the builders said… 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. …

US Well Services, one of a handful of electric frac fleet technology pioneers, hosted their first earnings conference call as a public company yesterday. A couple things stood out to us, including … There’s a lot more to this story… Login to see the full update…  To read this update …

In this update, we provide a deep dive on a new topic that is emerging from the fringes in fracing: Electric Frac Spreads. Fad or a game changer? We discuss, introduce the players,  talk pros and cons, and provide an overview of this new niche… There’s a lot more to …