Quick Thoughts

Reliable context for the biggest breaking news stories

An In-Basin Frac Sand Supplier Downsizes & Cuts Shifts. Not Closing The Door Though, Contrary To Rumor

Market intel on the local frac sand supply stack. 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 angles …

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Interim Covia CEO “Won’t Be A Caretaker” – Meanwhile A HUGE Contract Buyout, Pricing, & Last Mile Talk…

Big changes at the biggest sand company in the US. 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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OxyDarko It Is As Chevron Walks With Their Billion…

As our newsletter this past Tuesday predicted, Chevron walked…. 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 angles …

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Labor Strike Shuts Down A NWS Plant Temporarily

Here’s the latest on a plant worker strike that is impacting NWS supply. 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 …

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