5 unique frac datapoints to read in 5 minutes or less… 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, …
Read More »Halliburton Frac Unit Feeling The Market Pressures But Adding E-Fleets & Confident In Premium Equipment Outlook
HAL earnings hit the newswire this week, and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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 »In Other News… Budget Exhaustion Datapoints, E-Frac OEM Updates, 2025 E&P Capex Hints, A New Local Sand Basin, & Cudd’s Outlook
8 datapoints you should know if you work in frac in a concise package that’ll take you 5 minutes to digest… 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 …
Read More »NexTier’s Fleet Is Adapting To New Frac Market Realities
This week, we digested an update from a frac market leader… 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, …
Read More »Water Is Bottlenecking Frac Jobs In A Basin Not Named Permian
Infill Thinking brings you another scoop on a key completions issue slowing down frac pumps and frac sand throughput in the oilfield 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 …
Read More »Despite Tough Frac Market, E-Fleet Building Continues (Including From New Names?)
Here we bring you an update on a new pressure pumper as well as established pumpers who are offsetting legacy fleet retirements with new gen fleet construction… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Liberty’s Outlook Confirms That It’s Gonna Get Worse Before It Gets Better In OFS. Oh And They Are Also Working On A Sand Slurry Last Mile Pipe System!
Infill Thinking covers read-through and takeaways from LBRT as they kick off another OFS earnings season… 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 »OFS Market Turbulence Getting Even Bumpier – 6 Downturn Datapoints In Permian Frac, Logistics & Sand
With 3Q24 earnings season around the bend, the fundamental setup for oilfield services remains very challenging. From our latest field checks, here are a half dozen quick hits that illuminate the difficult downturn conditions in the sector right now. There’s a lot more to this story… Login to see the …
Read More »Northeastern Shale E&P IPO – Key Points To Know About Infinity Natural Resources
Things to know about a soon-to-be-public northeastern E&P operator… 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 …
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