Out Think

Primers, deep dives, and fundamental outlooks

Frac Sand Mine Orderbook Chatter Gets Louder

With the list of both confirmed and rumored new greenfield frac sand projects in 2022 growing, we built this new database for Lium Data clients with all the new plants we are monitoring. In this update, we share observations about the new capacity we are tracking… There’s a lot more …

Read More »

What’s Left In The Tank For E&P Capex In 2H21?

The oilfield service addressable market is defined by E&P capex budgets. Get data-driven insights on what that means for the rest of 2021 here… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must be a …

Read More »