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Quick Thoughts

Reliable context for the biggest breaking news stories

Black Mountain Does It Again & Enters A Fourth Local Sand Market [Infill Thinking Exclusive]

August 8, 2018 Quick Thoughts

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Real-Time Takeaways With Oilfield Market Implications From The Mammoth Call [Live Blog Complete]

August 7, 2018 Quick Thoughts

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The Path To 450+ Truckloads Per Day For Atlas Sand [Chart Of The Day]

August 6, 2018 Quick Thoughts

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Big And Unexpected Management Changes At Solaris

July 31, 2018 Quick Thoughts

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Atlas Sand Has Shipped First Tons From Kermit Plant

July 30, 2018 Quick Thoughts

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Modern Day Spindletop In The Permian Basin?

July 29, 2018 Quick Thoughts

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A Permian Drilling Rig Burned Monday Morning [DEVELOPING]

July 23, 2018 Quick Thoughts

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HAL Took A $3bn Market Cap Hit Before Breakfast On “Temporary” US Onshore Challenges [Live Blog Complete]

July 23, 2018 Quick Thoughts

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Rough News Week For Permian Last Mile Logistics: TX 115 Section COMPLETELY Closed, Truck Kills Two, And Sand Cars Derail

July 12, 2018 Quick Thoughts

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MidCon Mine Permit Situation Report As Public Awareness Swells Up Around The Frac Sand Rush

July 9, 2018 Quick Thoughts

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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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