By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »Halliburton Sings 5F’s Praises; Says Net Pricing Is Back In Frac
Halliburton’s conference call this week echoed an inflection in Infill Thinking’s recent research flow on net pricing in frac… 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 …
Read More »All Eyes On Halliburton’s Pricing Commentary – Digesting Big Red’s Frac Market Commentary & Outlook
Halliburton’s conference call this week outlined… 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 to discuss …
Read More »Infill Thinking’s Mid-Year Oilfield Outlook Survey Opens For Member Participation
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” on key oilfield trends into 2022. There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Halliburton Opens Up On Vorto Relationship For The 1st Time; Also Some Frac Market Outlook Takeaways…
Halliburton’s conference call this week confirmed an Infill Thinking exclusive from six months ago… 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 …
Read More »Halliburton Talks Frac Market & Changes Their Tone On E-Frac
Halliburton’s 4Q20 conference call on Tuesday sets the tone for the company narrative on the 2021 outlook in the Lower 48 pressure pumping market. Here’s what stood out from our listen: There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Infill Thinking’s 2021 Outlook Survey. The Recovery Begins With Uncertainty In Spades…
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next” in the new year. 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 »Halliburton’s Lower 48 Frac Outlook
Halliburton hosted their 3Q20 earnings call on Monday morning and here are the takeaways that matter for folks in the frac business… 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 …
Read More »2021 Producer Perspectives – Peering Ahead As Operators Begin To Firm Up Next Year’s Business Plan
We hope everyone enjoyed the Labor Day holiday weekend despite the pandemic. For many oilfield business folks, this holiday traditionally marks 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 …
Read More »Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years
Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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, …
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