Quick Thoughts

HAL earnings hit the newswire today and we highlight key points of interest to the broader completions market here after listening to this morning’s conference call… 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 …

In this data driven post, we discuss frac sand price trends… 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, …

Infill Thinking was first to report on meaningful and unexpected news in the Permian local frac supply chain last weekend. Today we follow up with more details provided by the company. There’s a lot more to this story… Login to see the full update…  To read this update and receive …

Infill Thinking follow up report on the fire we broke news about last Sunday. 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 …

Infill Thinking follow up report on the fire we broke news about on Sunday. 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 …

On Monday morning, Atlas has issued a statement on the fire that Infill Thinking first reported Sunday afternoon. 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 is first to report on meaningful and unexpected news in the Permian local frac supply chain… 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 …

Data driven context for drilling trends. 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 …

This week, we participated in the Petroleum Connection’s Frac Sand Industry Update in Houston. The conference was well attended, it was good to see everyone, and we learned a lot. In this report are 5 big picture takeaways that resonated with us… As always, it’s impossible to summarize the experience …

9 quick (but big) items caught our attention in the frac supply chain this 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 …