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Quick Thoughts

Reliable context for the biggest breaking news stories

EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

November 3, 2026 Quick Thoughts

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Halliburton Assumes 2027 Will Be A Flat Year In Frac

October 20, 2026 Quick Thoughts

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Eagle Ford Dominated 3Q26 E&P Deal Flow [Data Alert]

October 16, 2026 Quick Thoughts

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AI’s Growing Appetite for Northeast Gas – The Next Leg Up In Appalachian Frac Demand? [CHART OF THE DAY]

October 16, 2026 Quick Thoughts

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Ranking The Customers By Size For The U.S. Oilfield Service Market [CHART OF THE DAY]

October 13, 2026 Quick Thoughts

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The E&P Budget Setup As We Prepare For The Coming Earnings Season [CHART OF THE DAY]

October 9, 2026 Quick Thoughts

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Our Latest D&C Trends Show Frac Sand Demand Hovering At All Time Highs [Shale Monthly Activity Data Alert]

October 6, 2026 Quick Thoughts

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Gas-Fueled Frac Fleets Takeover [DATA ALERT]

September 29, 2026 Quick Thoughts

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Eagle Ford Sand Supply Trends – Another Fire, More Activity, & Consolidation [DATA ALERT]

September 1, 2026 Quick Thoughts

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Oilfield Second-Order Effects From Imminent AI Data Center Boom In Pecos

August 28, 2026 Quick Thoughts, Thinking Ahead

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TIMELINE

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

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