During the past week or so, pictures have surfaced on social media showing a US onshore industry first in land drilling: simultaneous drilling accomplished by joining together two land rigs. We talked with management to learn more and discuss the implications in this update. There’s a lot more to this …

Smart Sand has been on the fence on whether to build a Permian mine since last year. Here are the latest details on their plans as we await the next round of management commentary on the status of their intent to build. There’s a lot more to this story… Login …

Schlumberger will kick off oilfield service earnings season with their conference call on Friday July 20, with Halliburton’s report following on the next business day. Here are the top themes we will be listening for on 2Q18 conference calls: There’s a lot more to this story… Login to see the …

It’s been a rough news week for Permian frac sand logistics. Incidents like this week’s fatal crash in Odessa remind us that driving is the most dangerous oilfield activity. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research …

We refreshed our drive time analysis for the X local Permian Basin frac sand mines that we consider “firm” (either operational or showing progress moving towards first production). For this analysis, we force ranked the Top 5 mines for each key Permian sub-market based on proximity. There’s a lot more …

In this update yesterday, we noted a changing local climate towards the frac sand mining rush in Oklahoma. It’s even worse than we initially thought. After doing some more digging, we have decided that… There’s a lot more to this story… Login to see the full update…  To read this …

Clearly the forceful jury verdict in the last mile solution case this week is a significant win for the plaintiff, but final outcomes for the defendant could still span a wide range of possibilities… and have big implications for the last mile marketplace. There’s a lot more to this story… …

We submitted a series of public record requests to Oklahoma mining regulators this week to learn more about pending frac sand mine permit applications in the MidCon. Even before we submitted our questions, we observed a notable development in motion regarding MidCon regulation… There’s a lot more to this story… …

There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …

Continuing our World Cup / drilling analogy theme from last week, in this week’s rig count update we take a look at the trend in drilled wells that have been suspended from the completions “field of play.” There’s a lot more to this story… Login to see the full update…  To …