Quick Thoughts

Infill Thinking subscribers are always first to know… please log in to read another one of our scoops! There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

We live-blogged the most important comments with oilfield marketplace implications from the Mammoth Energy Services call this morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research …

About one week ago, the first truckload of finished frac sand left Atlas Sand’s gate in Kermit. Check out the latest on their ramp in this update. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

More details to follow… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll only find here No …

First tons and an on-time startup for Atlas mark this new entrant’s official arrival. We have analysis of the startup that goes beyond the press release here. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free …

Occasionally readers send us photos from the field that are too good to keep to ourselves. This is one of those times… log in to see what we mean. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

This is a developing story we are monitoring this morning. Details will be added as available (for now details are limited, but here is what we’ve learned so far)… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

We live-blogged our key takeaways from the Halliburton earnings call on Monday morning. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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… To read this update and receive our research newsletters, you must be a subscriber. If …

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… …