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Quick Thoughts

Reliable context for the biggest breaking news stories

Power. Sand. Water. Shale Is More Than Oil And Gas…

February 3, 2026 Quick Thoughts

It was great to see many of our readers today in the Woodlands at the frac conference. As we hit the road to go back and think about what we’ve learned, we wanted to flag four upcoming industry events that we’ll be at and you should be at. The Oil …

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A Boring Quarter For Permian Local Sand Supply [DATA ALERT]

February 2, 2026 Quick Thoughts

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D&C Utilization’s Protracted Decline Flowing Into A More Stable Trough Period [Shale Monthly Activity Data Alert]

January 30, 2026 Quick Thoughts

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Halliburton Sees No Seasonal Frac Rebound In Q1

January 23, 2026 Quick Thoughts

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The 1Q Weather Wildcard Is Here…

January 20, 2026 Quick Thoughts

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Hauling Headaches Intensify In January 2026

January 13, 2026 Quick Thoughts

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“Vene-shale-a”? Quick Thoughts On Venezuela Actions Relevant To US OFS & E&P Firms

January 9, 2026 Quick Thoughts

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A Brief Situation Report On Trucking In The Frac Supply Chain As The New Year Begins…

January 6, 2026 Quick Thoughts

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The Last Time Permian Mines Cut Back This Fast Was Covid… [DATA ALERT]

December 9, 2025 Quick Thoughts

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Can’t Burn DUCs Forever… [Shale Monthly Activity Data Alert]

December 9, 2025 Quick Thoughts

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TIMELINE

  • 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

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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