We had a conversation with a frac sand supplier this morning that went alot like many others we’ve had with contacts in the supply base recently… 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 …
Read More »An “E-Frac Killer”? Too Soon?? A Few Questions Come To Mind…
In this update, we share our thought progression upon seeing talk implying that a new frac pump design might be considered to be an “e-frac killer.” 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 …
Read More »Uptick In Unusual Compliance Disclosures By A Permian Pressure Pumper (And One Of Their Customers)…
This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… There’s a lot more to this story… Login to see …
Read More »In Other News… The Sport Of Kings, Water Dollars, Sand Write-Off, & 9 More Datapoints That Matter…
Boiling down everything that’s crossed our desk this week to just the following 12 items of import wasn’t easy. After the typical summer lull in news flow, it feels like folks are getting back to work in the oilfield business. School is about to start, folks are returning from summer …
Read More »3 Interesting Wrinkles In Halliburton’s US Onshore Outlook
3 wrinkles in Halliburton’s earnings call commentary yesterday went underappreciated in the myriad of conference call coverage available elsewhere… Here’s three notable nuances that caught our attention. 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 »One Step Forward, One Step Back For Electric Frac
We analyze the latest electric frac fleet news, breaking down a new disclosure from a leading pressure pumper. 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 »The Electric Frac Fleet Is Doubling From 2018 To 2020 [Chart Of The Day]
A data-driven look at trends in electric frac fleet deployments. 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 »Keane & J – Deal Thoughts, Industry Implications, & Frac M&A Generally Speaking
As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …
Read More »Is The Competitive Landscape In Pressure Pumping About To Shift?
On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources 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 …
Read More »Industry Voices Weigh In On The Electri-frac-ation Trend [Infill Thinking Exclusive]
In this piece, we’ve put together a proprietary “voice of the industry” survey on electric frac fleets. We talked to contacts across the completions space about the pros, cons, adoption rates, and second order effects of utilizing electric frac fleets for this study. There’s a lot more to this story… …
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