Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
Read More »2023 Off To A Smooth Start – Notes From Our Frac Supply Chain Checks This Week
After canvassing quite a few contacts in the supply chain this week, it appears to us that the… 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 »“No Sand November” Turns Into “Dystopian December” For Eagle Ford Sand
We update members on market conditions for sand in the Eagle Ford, where frac jobs have been delayed. 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 »Frac Sand’s BILLION Ton Decade [Chart Of The Day]
How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view here… 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. …
Read More »It’s “No Sand November” In The Eagle Ford
Over the past couple weeks, the Eagle Ford frac sand market has gotten tight. Real tight. In fact, it is so tight 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 be a member. …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »ProFrac Still Very Positive On More M&A, But The Earnings Report Came & Went Without A New Deal Announced
We digested new datapoints from ProFrac this morning… 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 us …
Read More »Public E&Ps Have Most Of What They Need For 2023 When It Comes To Rigs & Crews (Operator-By-Operator Fleet Rundown)
We have rounded up a series of operator-by-operator fleet data…. 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 …
Read More »Meet The Frontrunners To Replace The ProPetro Fleets Pioneer Is Releasing
Headed into 2023, the big fleet turnover changes we wrote about earlier this week have subsequently been announced. Now who will fill the void? We discuss our channel checks on the transition and why the hard part is just beginning here… There’s a lot more to this story… Login to …
Read More »4 Of ProPetro’s 6 Pioneer Crews Are To Be Released At Year-End, Confirming Prior Infill Thinking Reports
Headed into 2023, big changes are brewing in the 6-frac crew fleet that XYZ pumper runs for ABC operator (read full post for names and analysis)… 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 …
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