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Quick Thoughts

Reliable context for the biggest breaking news stories

US Silica’s Thoughts On The Atlas / Hi Crush Deal Plus Their Frac Sand Market Outlook

February 27, 2024 Quick Thoughts

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In Other News… Wet Sand Revolution Follow-Up, CHK Cuts Deep, +1 E&P Deal, Well Soaking, & More…

February 23, 2024 Quick Thoughts

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Another New Permian Sand Mining Entrant Coming In With A Kermit Production Facility…

February 20, 2024 Quick Thoughts

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“Relatively Steady” Is Patterson-UTI’s Drilling & Completions Outlook

February 15, 2024 Quick Thoughts

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Alpine Silica Spinco… Standalone Frac Sand Going Public Again?

February 15, 2024 Quick Thoughts

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E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]

February 12, 2024 Quick Thoughts

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Frac Conference Quick Thoughts

February 6, 2024 Quick Thoughts

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South Texas Sand Update [Quick Hits & Data Downloads]

February 5, 2024 Quick Thoughts

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4Q Frac Sand Plant Activity Update [Data Alert]

January 23, 2024 Quick Thoughts

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Halliburton Seems More Bullish On Rigs Than Frac Vs. 2024 Consensus Expectations

January 23, 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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