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Quick Thoughts

Reliable context for the biggest breaking news stories

Frac Sand Scattershooting – Wet Sand Trimulfracs, Sand Consumer Report, and Free Water With Damp Sand…

November 10, 2023 Quick Thoughts

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What’s Left In The E&P Spending Tank For 4Q23? [Data Alert]

November 7, 2023 Quick Thoughts

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US Silica’s Market Outlook

November 3, 2023 Quick Thoughts

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3Q Sand Plant Activity Data Lines Up Nicely With Our Completions Estimate [Data Alert]

October 19, 2023 Quick Thoughts

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Sand Stats – Proppant Usage Context For The Permian MegaDeal

October 13, 2023 Quick Thoughts

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XOM / PXD Value = 1/4th Of All Shale E&P Consolidation For Past 6 Years! [Chart Of The Day]

October 13, 2023 Quick Thoughts

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Without A Deal (Or A Denial) Yet, We Take A Look At D&C Fleets For XOM and PXD Over Time

October 10, 2023 Quick Thoughts

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As Boxes & Silos Turn 10 Years Old, A Look At Wellsite Storage System Trends [Data Alert]

October 10, 2023 Quick Thoughts

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Quick Thoughts On OFS If XTO Buys Pioneer

October 6, 2023 Quick Thoughts

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Shale Frac Crews Hitting Bottom Now? [Chart Of The Day]

October 3, 2023 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • November 3, 2026

    Talking Off-grid Power & Produced Water At The Houstonian…

  • November 3, 2026

    EQT–Range: Measuring a Mega-Deal Against Nearly 300 M&A Transactions [Data Alert]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • 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

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