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Out Think

Primers, deep dives, and fundamental outlooks

Analysis & OFS Details On The 2 Newest Takeovers As E&P M&A Is Tracking Ahead Of Last Year…

July 8, 2024 Out Think

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Why Are Sand Haulers Exiting? Here’s Some Math That Every Trucking Customer Should Consider

June 9, 2024 Out Think

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ProPetro Snaps Up Aqua Prop [ANALYSIS]

June 3, 2024 Out Think

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Which Permian E&Ps Should Worry More About Their Frac Supply Chains Post-DSL Listing?

May 31, 2024 Out Think

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What Did Apollo Pay For U.S. Silica’s Frac Sand Business?

April 30, 2024 Out Think

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Where Will The Permian Pile Count Go From Here? [Pile Thoughts Part 2]

March 19, 2024 Out Think, Thinking Ahead

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How Many Damp Sand Pile Systems Are On Permian Pads Today? [Pile Thoughts Part 1]

March 19, 2024 Out Think, Thinking Ahead

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Your Eyes And Ears On The Frac Sand Stage — Mapping The Mines [DATA ALERT]

February 22, 2024 Out Think

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Update: PropCoater™ Units Are Spreading And Making A Positive Impact 6 Months After Launch

January 18, 2024 Out Think

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Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts

December 11, 2023 Out Think

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INFILL THINKING SINCE 2016

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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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