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Quick Thoughts

Reliable context for the biggest breaking news stories

Potential Mobile-Mini Plant Deployments & Frac Crew Reactivations. Green Shoots Can Be Found If You Look Hard Enough!

July 10, 2020 Quick Thoughts

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A Boost At The Bottom – PPP Money Flowed Mightily Into The Frac Supply Chain As Crews Fell [Chart Of The Day]

July 7, 2020 Quick Thoughts

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As The Dominoes Fall… Some Stand To Lose Millions, Some Stand To Lose It All

June 28, 2020 Quick Thoughts

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This Oil Price Drop Has Triggered A Nearly Simultaneous Restructuring Response

June 26, 2020 Quick Thoughts

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Bankruptcy Claims A 14th Major Casualty In Frac Sand… The Biggest Name So Far

June 25, 2020 Quick Thoughts

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Flat As A Pancake… [Chart Of The Day]

June 23, 2020 Quick Thoughts

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Back To Ops Basics… With A New Record Achieved In Frac Sand Last Mile Logistics This Week

June 17, 2020 Quick Thoughts

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The Latest E&P Bankruptcy Exposes A Big Pumping Payable

June 15, 2020 Quick Thoughts

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Chapter 11 For A Large Private Frac Sand Producer

June 10, 2020 Quick Thoughts

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Eagle Ford Frac Sand Producer Takes Plant Equipment Vendor To Court

June 9, 2020 Quick Thoughts

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TIMELINE

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

  • 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

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