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Out Think

Primers, deep dives, and fundamental outlooks

A Primer On The New Epicenter Of 2026 Greenfield Frac Sand Plant Construction

October 28, 2025 Out Think, Thinking Ahead

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An In-Basin AI Data Center Lands In The Permian. This Could Change Everything…

October 17, 2025 Out Think, Thinking Ahead

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THE POWER PLAY: “Who’s Who In The Zoo”… A Quick Study Of Big OFS Relationships In Power

September 5, 2025 Out Think

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Frac’ing & Drilling Plans For 4 Dozen E&Ps [Operator Handbook]

August 19, 2025 Out Think

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Is Immigration Disrupting The Frac Supply Chain?

July 22, 2025 Infill Thoughts, Out Think, Thinking Ahead

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Why Tearing Down Permian Sand Mines Is Such A Hard Thing To Do…

June 3, 2025 Out Think

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Frac’ing & Drilling Plans For 42 E&Ps [Operator Handbook]

May 20, 2025 Out Think

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Illustrating Iron Oak’s Imprint – Rich History, Growing Platform

April 11, 2025 Out Think

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How Much Oil Price Pain Will E&Ps Endure Before They Cut Crews & Rigs?

April 5, 2025 Out Think

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Public E&P Well Data Analysis 1Q25 [Operator Handbook Series Part 3 / 3]

March 21, 2025 Out Think

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TIMELINE

  • November 10, 2026

    In Other News… People On The Move, 2 H2O M&A Deals, Dry Sand vs. Wet Sand, Reserve Exhaustion, & more…

  • November 10, 2026

    Another Big Operator Starts Looking At “Specialty Proppant” As Permian E&Ps Focus On Enhancing New Well Production

  • November 10, 2026

    Our Latest D&C Trends Show Steady Fracing Activity [Shale Monthly Activity Data Alert]

  • November 6, 2026

    A No Good, Really Bad Week For Oilfield Stocks As Wall Street Panic Sells Shale…

  • November 6, 2026

    ProFrac Says There’s Not Enough Frac Horsepower To Go Around In 2027 And Newbuild Discussions Are Starting

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