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Quick Thoughts

Reliable context for the biggest breaking news stories

In Other News… More Last Mile Positives, Litigation Updates, E&P Frac Updates, DUCs, Power Buzz, Rail Risk, & more…

December 5, 2025 Quick Thoughts

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Off-Grid Power Gen As A Service [DATA ALERT]

December 2, 2025 Quick Thoughts

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A 1st Peek At Frac Customer Plans For Next Year… [DATA ALERT]

November 21, 2025 Quick Thoughts

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Big Capacity Haircut In A Large Local Sand Market [DATA ALERT]

November 20, 2025 Quick Thoughts

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Here’s What Mine Trends Would Have Looked Like If The Federal Government Wasn’t Closed

November 10, 2025 Quick Thoughts

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In Other News… People On The Move, The “Waynesville” Sand Incumbent, New LWP Trial, PropStack Pile Adoption, More “Powered Land”, More M&A? & more…

November 7, 2025 Quick Thoughts

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The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context

November 3, 2025 Quick Thoughts

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Rig “Relief Rally” While Frac Data Stays Challenging [Shale Monthly Activity Data Alert]

October 31, 2025 Quick Thoughts

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A Local Frac Sand Leader Is Entering A New Market

October 28, 2025 Quick Thoughts

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Select Frac Market Quick Hits… Spending Hike Punished, Counting Wet Sand Crews, A Team Is Back, People On The Move, Tough Trucking, & more…

October 24, 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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