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Quick Thoughts

Reliable context for the biggest breaking news stories

Who Does Smart Sand’s Revenue Come From? [Chart Of The Day]

January 8, 2019 Quick Thoughts

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Smart Sand Stands By Their Word On Contract Enforcement. Sues Schlumberger.

January 6, 2019 Quick Thoughts

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In Other News… People On The Move, Permian Fire & Ice, Frac Contract Reveal, Debt Covenant Compromise, & Oilfield Survey Takeaways…

January 4, 2019 Quick Thoughts

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‘Tis The Season… To Miss Truck Drivers. There’s An All-Out Last Mile Scramble Underway As 2018 Draws To A Close

December 31, 2018 Quick Thoughts

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One Last DSL Headline Before The Year Is Out: CBD Attacks TCP Lapse

December 21, 2018 Quick Thoughts

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People On The Move: A Notable Completions Supply Chain Hire & A Second Order Disruptive Threat From Direct Sourcing

December 17, 2018 Quick Thoughts

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2018 Is The Greatest Growth Year In The Modern History Of The US Oil Business

December 12, 2018 Quick Thoughts

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Pre-Frac Water Recycling Leaderboard [Chart Of The Day]

December 11, 2018 Quick Thoughts

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The Brady Brown Mothballing Epidemic Spreads

November 14, 2018 Quick Thoughts

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Vertical Disintegration At Pioneer Natural Resources

November 13, 2018 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • 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]

  • November 3, 2026

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

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