Scrapping is a tough but necessary step to set the pressure pumping industry up for a return to health. It’s a key hurdle to making frac investable again. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »Is The Competitive Landscape In Pressure Pumping About To Shift?
On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… 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 …
Read More »In Other News…. People On The Move, Belt Tightening, Pumping Outlook, Litigation, & Earnings Takeaways
While we were traveling gathering market intelligence and meeting with clients this week, some new developments crossed our desk that are worthy of comment. So here are five short stories… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Halliburton Calls The Bottom, Sticks To Their Guns On Sand, & Peers Beneath The Surface To Unlock Pumping Value
Halliburton reported earnings Monday morning and hosted their quarterly conference call with investors. Here are four things to know from their remarks. 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 …
Read More »A Fracing Game Of Chicken Is Afoot As Market Visibility Fades [Chart Of The Day]
The frac market is in flux. Who’s still planning to grow? Who’s not? Will plans be realized? We quantify and discuss… 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 …
Read More »Twenty Questions Set The Tone For The 2018 US Oilfield Service Marketplace
We believe the following 20 questions encapsulate the transcendent themes facing the US oilfield service market during 2018. These are not in any particular order. We have included plenty of context and background for each question, but we stopped short of answering them. As the new year begins, so much can still …
Read More »The Primary Vision Frac Spread Count Forecast For Early 2018 [Guest Post]
This year, we’ve found it helpful to keep an eye on the frac spread count (FSC) maintained by Primary Vision, Inc. So we called our friend Matt Johnson, a principal at the data firm that maintains the FSC, to learn more about how this metric came to be and the methodology behind …
Read More »The Results Of Infill Thinking’s 2018 Outlook Survey Are In…
Last week, we asked readers to answer 13 questions about the outlook for 2018. The focus of our survey was key trends and themes in the US onshore business. Participation was strong, with a diverse mix of respondents – all of whom are well informed on Lower 48 trends. In …
Read More »The Pressure Pumping Newbuild Situation: Who Is Building, Who Is Not, And Who Is Not Saying…
At this point in the cycle, what every US shale market observer wants to know is when that big wave of newbuild pressure pumping equipment orders is going to hit. Pricing has been on the rise for over a year. Re-deployments have been the supply growth story so far, but …
Read More »DUCs Have Built A Nice Tailwind For 2H17 Frac Demand. The Permian Stands Head And Shoulders Above The Rest [6 Charts]
We don’t take the EIA data on completions and DUCs (drilled but uncompleted wells) at face value. But we do look at their work for directional trends on DUCs, which can be a good leading indicator for trends in frac horsepower demand. In this update, you’ll find our analysis of this week’s …
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