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Out Think

Primers, deep dives, and fundamental outlooks

This Is One The Few Times That A Big E&P M&A Deal Has Some Things To Like For OFS

October 13, 2023 Out Think

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Does Sand Quality Matter? Survey Results Part 1 – Executive Summary

September 14, 2023 Out Think

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Does Sand Quality Matter? Survey Results Part 2 – Data

September 14, 2023 Out Think

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Does Sand Quality Matter? Survey Results Part 3 – Comments

September 14, 2023 Out Think

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Thinking Through The Pros & Cons Of Wet Pile Storage Systems For Frac Sand On The Wellsite

August 28, 2023 Out Think

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Mobile Proppant Coating On-The-Fly May Be Coming To A Well-site Near You

June 8, 2023 Out Think

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A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil

April 18, 2023 Out Think

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Mineral Market Math: How Much Cheaper Is Damp Sand Than Dry Sand?

January 9, 2023 Out Think

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Frac Sand Mine Orderbook Chatter Gets Louder

August 12, 2022 Out Think

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Who’s Moving The Frac Sand And How Much Are They Moving? [Chart Of The Day]

July 15, 2022 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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