Quick Thoughts

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… …

One week ago, we got the first tangible datapoint on Permian takeaway capacity slowing down the world’s busiest oilfield. That datapoint came on the completions side as C&J slowed their frac spread deployment cadence. Today, we have the first tangible datapoint of an operator cutting back on the drilling side. …

Apline Silica today confirmed two previous Infill Thinking reports via a press release on their new projects. Previously On Infill Thinking: March 28, 2018: By way of an open records request filed back in March, we learned that Alpine Silica had initiated the permitting process on a new frac sand …

Last week, Emerge Energy Service subsidiary Superior Silica Sands posted a cryptic capacity cliffhanger announcement on LinkedIn. In this update, we speculated that this might be Mid-Con expansion and a press release could be coming as early as this week.  This is exactly what happened… There’s a lot more to …

On Thursday afternoon, we gathered some market intel from LinkedIn posts. One left us with more questions than answers, and one got us thinking about last mile logistics optimization and truck reduction. There’s a lot more to this story… Login to see the full update…  To read this update and …

As May turns into June, Atlas Sand’s twin frac sand plant construction projects in the Permian should be moving up everyone’s list of completions infrastructure worth monitoring. For more background check out this deep dive we penned after visiting one of their construction projects in 1Q18. There’s a lot more …