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Quick Thoughts

Reliable context for the biggest breaking news stories

Bankruptcy In Frac Sand

July 30, 2025 Quick Thoughts

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Our Thoughts On Atlas’s Wellsite Screening Acquisition

July 29, 2025 Infill Thoughts, Quick Thoughts

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Oilfield Fire In The Midland Basin Near A Simulfrac This Weekend

July 28, 2025 Quick Thoughts

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Halliburton Stacks Frac Fleets, Slows Pace Of E-Fleet Construction As Service Pricing Declines More

July 22, 2025 Quick Thoughts

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In Other News… Water Ruling, M&A Closure, Data Lag, Sand Traffic Anecdote, RFP Season Preview, Simulfracs, Supersand, Supermajor Spats, & more…

July 18, 2025 Quick Thoughts

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In Other News… Costs To Follow Activity Lower?, 2H Calendar, EOG/Encino Nuggets, Oil Prices, OFS Catching A Bid, And Exxon’s LWP…

June 10, 2025 Quick Thoughts

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The Permian Could See Something In 2025 That Has Never Happened Before [Chart Of The Day]

June 2, 2025 Quick Thoughts

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U.S. Frac Fleet By Power Type Composition Analysis [DATA ALERT]

May 29, 2025 Quick Thoughts

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2025 Shale Capex Budget Analysis [DATA ALERT]

May 21, 2025 Quick Thoughts

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Frac Sand Plant Activity Trends By Region [Chart & Data Alert]

May 15, 2025 Quick Thoughts

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INFILL THINKING SINCE 2016

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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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