As we continue to process and digest last week’s year-ahead survey results we spent some time going over the open-ended responses…. 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 …
Read More »Pressure Pumper Sand & Last Mile Capabilities [QUICK SHEET]
Ever wonder how different pressure pumpers approach frac sand supply chain and what assets they have at their disposal to bundle frac jobs? Here we provide analysis on how pumpers that provide 80% of the frac service in the U.S. approach frac sand integration… There’s a lot more to this …
Read More »Infill Thinking 2024 Predictions For The U.S. Onshore Oilfield
Happy New Year 2024! Our 2023 predictions from a year ago didn’t do too badly (link), so here we go again peering into the crystal ball. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full …
Read More »For OCTG, Expect A Soft 2H23 [Friday Guest Post]
OCTG outook… 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 our current subscription options …
Read More »The Dallas Fracin’ Cowboys
A big Frac Franchise is teaming up with a big Football Franchise… some thoughts on yet-to-be-officially-announced deal. 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 »2023 Shale Predictions
Happy New Year! Our 2022 predictions from a year ago did pretty well (link), so we are giving it a go again this year. Here are 10 predictions on what’s coming next in the oilfield marketplace… There’s a lot more to this story… Login to see the full update… To …
Read More »ProFrac Spent $740mm Buying Out Frac Sand Mines Over Past 6 Months. Will The Spree Continue In 2023?
Our most read research update in 2022 (here’s a link to the top updates list) was titled “Who Else Is ProFrac Buying?”. Since that was written back in October, ProFrac announced three more acquisitions (two in sand – Monarch, Performance Proppants – and one in frac – Rev). Will ProFrac …
Read More »Pressure Pumpers Step Up Rebundling Pressure
We talk through some of the latest bidding strategy we are hearing about from industry checks… 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, …
Read More »A More Effective Rebundling Catalyst Than Pressure Pumper Marketing? Unbundling Can Increase “Bungling” Risks In This Sand Market
Unbundling works until it doesn’t. And some E&Ps are finding that it doesn’t right now… 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, …
Read More »Pipe Shortages Are Slowing Shale Down In 2022 [Friday Guest Post]
Access to OCTG has become a critical concern in today’s oilfield. When OCTG issues or concerns come up, we know just who to call to get answers… In this update, see five key OCTG market questions answered by the leading independent market researcher in this oilfield category… There’s a lot more …
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