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Quick Thoughts

Reliable context for the biggest breaking news stories

The Latest On A Two-Plant Privately-Held Permian Frac Sand Producer [Field Check Notes]

June 17, 2024 Quick Thoughts

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Not Just Rigs. Private E&P Presence Quieter In Completions Mix Too… [CHART OF THE DAY]

June 14, 2024 Quick Thoughts

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A Look At The Main Reason OFS Feels So Soft This Year [CHART OF THE DAY]

June 11, 2024 Quick Thoughts

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Wet Sand Market Penetration [CHART OF THE DAY]

June 7, 2024 Quick Thoughts

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Sand Hauling Carriers Start Tapping Out Amid Rate Pressure, Higher Costs

June 7, 2024 Quick Thoughts

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In Other News… H2O M&A, Werewolves 🤝 Scorpions, Aqua Prop Reaction, WTX AI Data Centers, & more…

June 4, 2024 Quick Thoughts

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Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]

May 31, 2024 Quick Thoughts

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Bankruptcy In Pressure Pumping

May 28, 2024 Quick Thoughts

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Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]

May 27, 2024 Quick Thoughts

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Few New Takeaways From Ft Worth This Week….

May 17, 2024 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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