Out Think

Primers, deep dives, and fundamental outlooks

2019 Last Mile Preview: Wet Sand Fracs, Leapfrogging, Micro-Optimization, The “New New Gen” Solutions, Hauling Inflation, and more… [Part 3/4]

We are previewing key themes for 2019 that could influence last mile logistics for completions across the Lower 48. In this piece we share eight more themes with big implications There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

Read More »

The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018

All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… To read this update and receive …

Read More »