E&Ps have been quick to talk about service cost expectations this quarter…here’s what we’ve heard so far. 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 …
Read More »Frac Sand’s BILLION Ton Decade [Chart Of The Day]
How much sand is moving these days? A lot – find context and timeline for shale consumption over a decade long view here… 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. …
Read More »Public Pressure Pumper Roundup: Crew Counts & Expansion Plans
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Who Else Is ProFrac Buying?
As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… 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 …
Read More »How Much Is The Biggest Pumper Talking About Pricing? [Chart Of The Day]
Although the mainstream press will focus on the massive spot oil price month move (shock and awe of $130/bbl post Biden’s Russian oil embargo today), it’s important to keep in mind the context of the…. There’s a lot more to this story… Login to see the full update… To read …
Read More »More Horsepower – Watch Auction This Week For More Frac Fleet Expansion
Frac HHP continues to come into the market. Here’s what to watch this coming week… 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 …
Read More »E&P Frac Fleet Counts, Operator-By-Operator
Latest tallies on frac fleet counts by operator… 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 …
Read More »Here’s What The Pressure Pumpers Are Saying About Fleet Expansion As Prices & Demand Increase
While OFS is getting credit for being disciplined and many companies across the oilfield value chain are echoing a chorus of “we are sold out”, some fleet expansion is still happening. There’s a lot more to this story… Login to see the full update… To read this update and receive …
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