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Quick Thoughts

Reliable context for the biggest breaking news stories

One Last Quarter Where Schlumberger’s Earnings Report Still Matters To The US Frac Market

October 16, 2020 Quick Thoughts

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2 “Can’t Miss” Permian E&P Developments…

October 14, 2020 Quick Thoughts

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Four Frac Folks On The Move….

October 9, 2020 Quick Thoughts

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The One Chart That Says It All About US Frac Sand Supply/Demand

October 6, 2020 Quick Thoughts

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Bankruptcy Bulletin – Summary Of Notable Developments In New And Old Cases In The Oilpatch…

October 1, 2020 Quick Thoughts

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Hunch Confirmed… NOV SandBank Bound For Vaca Muerta

September 23, 2020 Quick Thoughts

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NWS Sand Plants Go On The Auction Block Thursday, And Bids Are VERY WEAK

September 3, 2020 Quick Thoughts

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‘Project Stars’ Complete – Schlumberger’s Frac Team Hands Over The Keys To Liberty

September 1, 2020 Quick Thoughts

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Delaware Basin City Running Out Of Water – An Underappreciated Story With Big Implications

August 31, 2020 Quick Thoughts

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In Other News… 4 Quick Hits From Frac Land

August 28, 2020 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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