Tag Archives: horsepower

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 …

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 …

The OneStim JV between Schlumberger and Weatherford contemplated in March of 2017 has broken apart. Instead, Weatherford sold off its idled pressure pumping business to Schlumberger. What does this mean for the players and the market? We have some thoughts here… There’s a lot more to this story… Login to …

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 …

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 …

The conversation about frac sand this year has largely revolved around access to it. Topics of debate have fallen into three buckets: i) inflation, ii) logistics, and iii) whether the mines will be able to meet (or overshoot) the rising call on supply. But skyrocketing sand pumped per well has an …

As Baker prepares to exit the horsepower game, Weatherford is in no hurry to send frac packing. After reactivating 3 spreads between September to December, the company will end the year at 90% marketed utilization. Weatherford is not selling its million horsepower fleet, at least not any time soon. There’s a lot more to this story… …