We have arrived at the following ranges for active frac crew counts by basin based on information received from multiple plugged-in contacts we trust. This isn’t necessarily “Gospel,” and you may have hard data you are relying on that falls outside these ranges. But there is value in knowing where …
Read More »In Other News… Frac Spread Cost Risk, Utah Sand Mine Scuttled, Last Mile Cash Crunch? Water M&A Follow-up, RIFs, Tempest In A Teapot
In addition to the in-depth updates published over the past week, these “quick hit” datapoints also crossed our desk and are worthy of a mention… 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 »Sandless Spreads, White Space, Permian Mobes, and Price Stagnation. Lots Of Frac Market Talk Over The Past 48 Hours, Most Of It Unpleasant
Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. 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 »Halliburton’s Horsepower – Sensitivity Testing, Educated Guesses, And All Those Pesky Underlying Assumptions
In the table below, we start with the range of estimates we’ve heard for Halliburton’s fleet count from our contacts recently and then we walk through what that implies for HHP at various crew size levels. Here’s our sensitivity table with a few thoughts on what you are looking at …
Read More »Patterson-UTI Pressure Pumping Update: Mid-Con Mobe-Outs, Capex Treadmill, And Newbuild Abstinence
The very latest on what the 5th largest pressure pumping company in the US is doing to their fleet to try and capitalize on a hot market. The strategy doesn’t involve newbuilds, but it does include some interesting tweaks. There’s a lot more to this story… Login to see the …
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 …
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