Quick Thoughts

Reliable context for the biggest breaking news stories

An Oilfield Water Stock Surged Friday Morning On M&A Chatter

Shares of XYZ water company are ripping Friday morning after… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New …

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Two Notable Frac People On The Move

In this asset-intensive business, talent shifts are often ignored. But we believe people matter. We also believe that recruiting datapoints often carry implications for oilfield trends, value creation, and competitive dynamics. Here are two notable moves that caught our attention recently… There’s a lot more to this story… To read …

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