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Quick Thoughts

Reliable context for the biggest breaking news stories

As Eagle Materials Hits Their Commercial Production Ceiling, More Northern White Capacity Is In The Cards

January 31, 2018 Quick Thoughts

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Oil Price Strength Will Drive Stealth Budget Increases, If Not Overt Outspending In Shale

January 29, 2018 Quick Thoughts

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Within A Week, The Lights Will Be On Above 16mmtpa Of Permian In-Basin Frac Sand Capacity

January 27, 2018 Quick Thoughts

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Permian In-Basin Frac Sand Plant Operating Trends [4Q17 Charts]

January 25, 2018 Quick Thoughts

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Patterson-UTI High Spec Drilling Rig Explodes In Oklahoma, 5 Missing. [Update]

January 22, 2018 Quick Thoughts

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New Entrants In OFS During 2018 Seem Focused On The Same Opportunity Their Predecessors Targeted In 2017…

January 19, 2018 Quick Thoughts

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Unimin + Fairmount Santrol Becomes A Reality

December 12, 2017 Quick Thoughts

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Is It Really Different This Time? [Chart Of The Day]

December 5, 2017 Quick Thoughts

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About 80 Trucks A Day Are Moving Out Of Aequor’s Gates Out In Culberson County Right Now

November 11, 2017 Quick Thoughts

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Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation

October 31, 2017 Quick Thoughts

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INFILL THINKING SINCE 2016

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TIMELINE

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

  • October 20, 2026

    Halliburton Assumes 2027 Will Be A Flat Year In Frac

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