Quick Thoughts

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… Login to see the full update…  To read this update and receive our research newsletters, you …

More details to follow… 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 …

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… Login to see the full update…  To read this update and receive our research newsletters, you …

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… Login to see the full update…  To read this update and receive our research …

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… Login to see the full update…  To read this update and receive our research …

We live-blogged our key takeaways from the Halliburton earnings call on Monday morning. 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 …

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 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… …

Back in January 2018, we discussed some of blockchain’s potential applications in the oilfield supply chain. This morning, Diamond Offshore announced the first application of blockchain technology in offshore drilling. Diamond’s new blockchain features include some of the same possibilities we imagined five months ago. There’s a lot more to this story… …