Thoughts For Subscribers

Notes From Fort Worth Part One: Member Meet-up, Event Photos, Our Team Expands, And On To The MidCon

We welcomed about 40 Infill Thinking subscribers for coffee, knowledge sharing, and networking on Monday in Fort Worth. 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 …

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So Far, Permian Drilling Permits Are Passing The Takeaway Stress Test

In this weekly rig count update, we take a closer look at Permian Drilling Permits. 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 …

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Changes That Matter In The Texas Conservation Plan Re-Write

Last week, the Texas Comptroller’s office submitted a new Dunes Sagebrush Lizard (DSL) conservation plan to US Fish and Wildlife Service (USFWS). If approved, the new plan will replace the existing Texas Conservation Plan (TCP). Via open records request, we obtained copies of the new plan and supporting documentation. Although …

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DJ Basin Local Frac Sand Is Complicated With Much Still To Be Determined…

An update on frac sand mining’s newest frontier: the Rockies. 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 …

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ProPetro Talks Frac Efficiency, Contracting Strategy, And Newbuilds For Next Year [Live Blog Complete]

We are live-blogging the most important comments with oilfield marketplace implications from the ProPetro 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 update newsletters …

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Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]

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 …

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Greg Lanham Joins The Sand Revolution

We spoke directly with ex-Solaris CEO Greg Lanham on Monday evening to learn more about his next move. 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 …

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All The Contractors Expect The Lower 48 Rig Count To Keep On Keepin’ On…

The US land contract drillers are currently unanimous Lower 48 rig count outlook… 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 …

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Big And Unexpected Management Changes At Solaris

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 …

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Atlas Sand Has Shipped First Tons From Kermit Plant

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 …

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Modern Day Spindletop In The Permian Basin?

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 …

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Sandless Spreads, White Space, Permian Mobes, and Price Stagnation. Lots Of Frac Market Talk Over The Past 48 Hours, Most Of It Unpleasant

Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. 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.) …

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Fort Worth Member Meet-Up Monday

Calling all DFW-area Infill Thinking members: we’d like to buy you a mid-morning coffee, shake your hand and chat oilfield trends with you. This is our sixth member event so far in 2018. We look forward to networking with members over coffee in Downtown Fort Worth in mid-August. Sign in …

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HAL Took A $3bn Market Cap Hit Before Breakfast On “Temporary” US Onshore Challenges [Live Blog Complete]

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 …

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Permian Frac Sand Mining Activity Surges In 2Q18 [Chart Of The Day & Startup Watch List]

We digest and analyze reported mine activity and headcounts in the Permian Basin. 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 …

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