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Out Think

Primers, deep dives, and fundamental outlooks

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

March 21, 2025 Out Think

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Public E&P Production Data Analysis 1Q25 [Operator Handbook Series Part 2 / 3]

March 18, 2025 Out Think

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1Q25 Rig & Crew Count Guidance From The E&Ps [Operator Handbook Series Part 1 / 3]

March 11, 2025 Out Think

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Power Moves – Analysis On Off-Grid Power Gen Diversification In OFS [Out Think Special Report]

December 10, 2024 Out Think

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Your 4Q24 Public Shale Operator D&C Campaign Handbook

December 3, 2024 Out Think

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Public Shale Operator 2024 Campaign Index [43 E&P PROGRAM NOTES]

August 13, 2024 Out Think

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ProPetro Is Growing Aqua Prop, Avoiding Sand Mine Ownership (for now…), And Fighting Frac Pricing Pressure

August 2, 2024 Out Think

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With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…

July 25, 2024 Out Think

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Shale Consolidation Kings [Charts Of The Day]

July 16, 2024 Out Think

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So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…

July 12, 2024 Out Think

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TIMELINE

  • November 13, 2026

    Permian Local Frac Mine Activity Trends [DATA ALERT]

  • November 13, 2026

    Checking In On Land Rig Dayrate & Market Share Trends [Data Alert]

  • 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]

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