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Quick Thoughts

Reliable context for the biggest breaking news stories

ProFrac’s New Competitive Moat In The Haynesville Is Working

March 31, 2023 Quick Thoughts

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A Look At Local Sand Nameplate Capacity Growth [Chart Of The Day]

March 28, 2023 Quick Thoughts

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Meet The Newest Name In The Local Frac Sand Game – More Midland Mini Mine Damp Sand Capacity Arrives

March 22, 2023 Quick Thoughts

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Highlights From ProFrac’s Outlook & Market Commentary Provided With Earnings Today

March 21, 2023 Quick Thoughts

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Permian Sand Mining Activity Hits New Post-Covid Highs [Chart Of The Day]

March 21, 2023 Quick Thoughts

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Downside Scenario – What Happens To Frac Sand Demand At $60 Oil ? [Chart Of The Day]

March 17, 2023 Quick Thoughts

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Permian Sand Could Be A White Knuckle Ride Into April – Quick Follow Up On Our Shortages Observations From Earlier This Week…

March 16, 2023 Quick Thoughts

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Permian Sand Scarce Again…

March 14, 2023 Quick Thoughts

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Permian Frac Sand Per Well Keeps Hitting New Highs [Chart Of The Day]

March 13, 2023 Quick Thoughts

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Peak Pipe Prices? After A 200%+ Rip Higher Since Covid, OCTG Costs Cool Off

March 10, 2023 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

  • October 18, 2026

    Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends

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