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 »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 »Thoughts On The Frac Replacement Cycle & Frac Pump Fuel Types [Guest Post]
Every once in a while, we pass our keyboard to an Infill Thinking member to weigh in from their field. We hope you enjoy reading these hand-picked contributions as much as we do. There’s a lot more to this story… Login to see the full update… To read this update …
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 »22% Market Share In 2022? [Simulfrac Series]
How much penetration could simulfracs get in the next couple years? Here’s the logic on setting sights on a target for 2023… 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 »Meet The E&Ps [Simulfrac Series]
Our simulfrac series returns today (the 8 previous installments in this series are listed at the end of this report)… More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency …
Read More »The Power Of Going All-In On Simulfracing [Simulfrac Series]
Most of our simulfrac series to date (6 installments listed below) have focused on operations and market ripple effects. But there are constraints to consider as well…. More In This Series SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps Vanishing Idle Time In Fracs – Breaking Down …
Read More »All Eyes On Haynesville & Appalachia Frac Fleet Count As Gas Prices Surge [Chart Of The Day]
Spot HHUB nat gas prices are north of $4. In fact, the whole natural gas curve has moved up pretty substantially since the start of 2Q21. The key question now is… There’s a lot more to this story… Login to see the full update… To read this update and receive …
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