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 …
Read More »Cranking Up The Juice On The Electric Frac Replacement Narrative
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 …
Read More »Is The Biggest US Pressure Pumper About To Roll Out An Electric Fleet? A Customer Says Yes…
On their earnings call on May 2, 2019, an E&P management team dropped this little lightning bolt of news: 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 …
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