Tag Archives: frac

Newly minted public frac company Liberty Oilfield Services hosted their first ever quarterly earnings call on Tuesday March 13, 2018. We are live-blogged it, and these are our key takeaways… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

The guar shortage five years ago provides a useful framework for thinking about the latest completions supply chain crisis.   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 …

Here are our key takeaways in terms of general oilfield service market insights from the Halliburton conference call on Monday 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 …

In the chart below, we’ve attempted to quantify a relatively opaque, highly competitive, and rapidly evolving last mile market segment – well-site frac sand handling and storage. As completion intensity exploded over the past few years, frac sand handling at the well-site just before it enters the blender and is …

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 …