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Quick Thoughts

Reliable context for the biggest breaking news stories

+1 Mini Midland Frac Sand Mine – They’re Popping Up Like Daisies…

August 3, 2023 Quick Thoughts

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Private vs. Public E&P Rig Count Trends [Chart Of The Day]

August 1, 2023 Quick Thoughts

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US Silica Launches Rock Catcher Rental Systems; Talks Frac Sand Market Trends

July 28, 2023 Quick Thoughts

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In Other News – Sand Leadership Changes, Nameplate Expansion On Track, Belt-Tightening, & Wet Sand Chatter

July 14, 2023 Quick Thoughts

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They’re Multiplying – Mystery Midland Sand Miner Permits A Third Site… Plus A New Clue About Who….

July 12, 2023 Quick Thoughts

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This Week, MSHA Starts The Clock On Comments For New Silica Rule

July 10, 2023 Quick Thoughts

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Satellites Show Progress On Atlas Sand Conveyor Project

June 28, 2023 Quick Thoughts

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Infill Thinking’s Recent Frac RIF Report Confirmed

June 21, 2023 Quick Thoughts

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Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers

June 15, 2023 Quick Thoughts

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Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…

June 15, 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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