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Quick Thoughts

Reliable context for the biggest breaking news stories

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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PRB Frac Activity Map & Stats [Graphic Of The Day]

August 25, 2026 Quick Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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