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Quick Thoughts

Reliable context for the biggest breaking news stories

Quick Thoughts On Frac Sand: Seller’s Market But Calm, More Kermit Mines?, Wet Sand Ups & Downs, & more…

June 3, 2022 Quick Thoughts

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Quick Thoughts On Last Mile: New Wellsite Storage Systems, Market Equilibrium, Throwing Shade, & more…

June 3, 2022 Quick Thoughts

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Quick Thoughts On Pressure Pumping: Small Frac Outfits Rise, Bids Strengthen, Old HHP Recycled, & more…

June 3, 2022 Quick Thoughts

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First Look: 2023 Frac Sand Demand If Oil Prices Are $100+

May 27, 2022 Quick Thoughts

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Our First Look At The Permian’s Next New Mobile-Mini Mine Site

May 26, 2022 Quick Thoughts

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Frac Sand Trends, Data & Key Takeaways For Houston Oilfield Minerals Conference This Week [Chart Of The Day]

May 23, 2022 Quick Thoughts

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Smart Sand’s Proppant Market Outlook

May 13, 2022 Quick Thoughts

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A Big E&P Discloses The In-Field Sand Mine We Visited In March. More Importantly, They Want To Deploy More Mini-Mobiles…

May 3, 2022 Quick Thoughts

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Good News Could Be Brewing For E&Ps In The Last Mile Market

May 2, 2022 Quick Thoughts, Thinking Ahead

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US Silica Is Riding The Frac Sand Pricing Wave And Rail Constrained

April 29, 2022 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • 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

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • 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?

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