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Quick Thoughts

Reliable context for the biggest breaking news stories

Permian Sand Supply – Is It Damp Or Is It Dry? [Chart Of The Day]

April 4, 2023 Quick Thoughts

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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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TIMELINE

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

  • November 6, 2026

    Sand To Power: Tracking Atlas’s Evolving Business Mix [Chart Of The Day]

  • 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]

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