Quick Thoughts

Reliable context for the biggest breaking news stories

The Rise & Fall Of In-Basin Sand Supply [Chart Of The Day]

Lower 48 local sand capacity peaked in 4Q19. Here’s what’s happened to this supply stack since then… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research …

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More Frac Sand Bankruptcy Drama Brewing?

Hot on the heels of an aggressive move by trade partners in another frac sand bankruptcy case, a similar movement could be brewing in the largest bankruptcy process going in this sector… Login to see the full update… To read this update and receive our research newsletters, you must be …

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Hi-Crush Commences Chapter 11 Proceedings After Striking Productive Deals With Lenders & Lessors

Long awaited news materializes just before the deadline… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

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