Tag Archives: frac

On Wednesday afternoon this week, we had a chance to touch base with ProFrac executives to learn about their ambitious 2018 growth plan. Infill Thinking spoke by phone with Ladd Wilks and Matt Wilks – Chief Executive Officer and Chief Financial Officer of ProFrac, respectively. Here’s what we learned… There’s a …

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 …

50% of the 70 industry respondents to our recent 2018 outlook survey predicted that the US frac spread count would return to the prior cyclical high (450) next year. In our analysis of the survey results, we noted that this development would require material frac horsepower newbuild orders to be placed. …

Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… Login …

Halliburton hosted what we saw as a generally positive and realistic conference call Monday morning. The stock took a hit, we believe due to slowing NAM cyclical growth overall not because of HAL-specific concerns. The US rig count is pulling back as expected. In that context, Halliburton is focused on …

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 …

We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …

On Monday, we learned that a UK frac equipment manufacturer is outperforming. Learn why and what it means for the US frac equipment supply chain in this update. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

Mammoth Energy Services announced Thursday that it has signed a three-year take or pay deal to provide Wisconsin frac sand to an undisclosed pressure pumper. The contract contemplates annual volumes of 720,000 tons comprised of several different grades including 20/40, 30/50, and 40/70. We have thoughts on pricing relative to recent benchmarks, what …

Is frac sand replacing rigs? It would appear so in the US onshore recovery. As unconventional drilling and completion science evolves, the industry’s surface footprint per barrel of oil produced is shrinking. A growing sub-surface footprint (which we can measure with sand) is replacing the surface sprawl. With the US onshore …