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Quick Thoughts

Reliable context for the biggest breaking news stories

Eagle Ford Local Sand Supply Update [DATA ALERT]

March 17, 2026 Quick Thoughts

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2026 Formal Shale Capex Budget Analysis Pre-War [DATA ALERT]

March 13, 2026 Quick Thoughts

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Gas Land Capex: The Call Option In A Bull Market [CHART OF THE DAY]

March 10, 2026 Quick Thoughts

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Built for the Downcycle: Less Iron, More Impact [Shale Monthly Activity Data Alert]

February 27, 2026 Quick Thoughts

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Haynesville Sand Supply Update [DATA ALERT]

February 24, 2026 Quick Thoughts

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MidCon Demand – The 2nd Largest Player Sells Out [CHART OF THE DAY]

February 20, 2026 Quick Thoughts

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MidCon Supply – Steady Eddie [DATA ALERT]

February 20, 2026 Quick Thoughts

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New Rockies Sand Plant We Identified Last Year Goes Mainstream, Plus Another Quietly In The Works? [Data Alert]

February 13, 2026 Quick Thoughts

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Focusing On Price Discipline, A Pumper Is In “No Panic” To Reactivate Recently Idled Fleet

February 10, 2026 Quick Thoughts

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Sand Mine Activity Trends By Region [Data Alert]

February 6, 2026 Quick Thoughts

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TIMELINE

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

  • October 18, 2026

    Live From Pittsburgh, A Look At Appalachian Frac Crews & Completions Activity Trends

  • October 17, 2026

    Frac Sand Consumption By Basin Across The Nation [Chart Of The Day]

  • October 16, 2026

    Earnings Season Preview: 5 Key OFS Themes To Watch As Reports Begin Next Week…

  • October 16, 2026

    Eagle Ford Dominated 3Q26 E&P Deal Flow [Data Alert]

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