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Quick Thoughts

Reliable context for the biggest breaking news stories

Halliburton’s Power Business Grows Plus Their Latest Frac Outlook

October 21, 2025 Quick Thoughts

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In Other News… Sand People On The Move, A Power Sale, OFS Rides Power Wave, RFP Wait, Last Mile Gear, & More…

October 21, 2025 Quick Thoughts

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Last Mile Fleet Responding To Low Prices & ICE? [CHART OF THE DAY]

October 3, 2025 Quick Thoughts

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Rig Count Decline Pauses While Frac Rides The Slide [Shale Monthly Activity Data Alert]

October 3, 2025 Quick Thoughts

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In Other News… Fake News Truck Crash, M&A Chatter, Driverless Trucks, Truck Tariff, Wet Sand Processing Sighting, Headed To Midland & more…

September 26, 2025 Quick Thoughts

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Developmental Capex Is Not Keeping Up With Acreage Swelling Via M&A [CHART OF THE DAY]

September 23, 2025 Quick Thoughts

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The E-Fleet Orderbook Finally Takes A Breather…[Data Alert]

September 23, 2025 Quick Thoughts

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The Next Big Thing In Energy Speculation Is Blurring Industry Sector Lines [Project Watch List]

September 23, 2025 Quick Thoughts

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3 Interesting Frac Market Wrinkles To Watch As The Cliff Looms

September 19, 2025 Quick Thoughts

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Permian Simulfracs Reach A New Milestone [CHART OF THE DAY]

September 9, 2025 Quick Thoughts

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INFILL THINKING SINCE 2016

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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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