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Quick Thoughts

Reliable context for the biggest breaking news stories

Not Something You See Every Day….

August 26, 2020 Quick Thoughts

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Round Trip – Here Are The Debts Poised To Be Erased By An E&P’s Second Bankruptcy Filing In Four Years

August 17, 2020 Quick Thoughts

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A Cashless 2H20 Oilfield Bounce? [Charts Of The Day]

August 11, 2020 Quick Thoughts

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What The Customers Are Saying… About Their Frac Sand

August 6, 2020 Quick Thoughts

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Solaris Estimates The US Frac Crew Count Can Rebound 35-45% In 3Q20

July 31, 2020 Quick Thoughts

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The Most Important Thing To Watch This E&P Earnings Season If You Are An OFS Provider [Chart Of The Day]

July 28, 2020 Quick Thoughts

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TX Oilpatch Layoff Trends [Chart Of The Day]

July 27, 2020 Quick Thoughts

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1/2 The Rail Cars That Used To Move NWS Are Now In Storage With More Piling Up By The Day…

July 24, 2020 Quick Thoughts

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Not So Fast My Friend… Resistance To A Sand Producer’s Plan To Walk Away From Thousands Of Cars

July 23, 2020 Quick Thoughts

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A Plan For Stranded Sand… Plus Some Eye Opening Frac Sand Financials

July 23, 2020 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • 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]

  • November 3, 2026

    Atlas Pulls Out Of Some Permian Sand RFPs As “Zombie Mines” Bid “Egregiously Low”

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

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