Tag Archives: renewables

Halliburton’s Frac Outlook

The company’s earnings report and call today suggested…   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 …

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Results From Impromptu Poll On Future Of Energy

We are setting a calendar reminder for 2050 to revisit this post and see who’s right! 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, …

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Halliburton: “With Almost No Frac Capacity Left To Add In 2022, 2023 Growth Talks Begin Early… & Prices Will Be Higher… ‘What Recession’?”

Halliburton’s conference call this week confirms some of our recent research and presents a positive fundamental framework for OFS into next 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 a member. If …

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Key Market Takeaways From RPC’s Frac Outlook & Results

RPC’s conference call this week echoed research presented in Infill Thinking’s recent stream on completions trends around pricing, materials and logistics… 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 …

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