Out Think

The simulfrac trend is spreading fast in shale, and rightly so. Whatever frac efficiency metric you look at – whether it’s stages/crew day or stimulated feet per month or pumping hours per quarter or time on location – the step changes simulfracs are delivering are disruptive and mindblowing. The implications …

Over the past week, we’ve been sharing a series of data-driven reports on Permian frac sand volume trends. First, this chart of the day showed Permian proppant consumption returning to peak. The peak Permian sand piece prompted good questions about how sand can return to prior highs in an environment …

Last week we shared a chart of the day showing Permian sand volumes returning to within 10% of the all-time best quarter in 2021 and breaking the record in 2022. That research prompted some rational thinking and questions, both from our members in the comments section and the EFT crew …

Here is the straight skinny on what’s going on with the D&C programs for 27 operators. One thing that stands out is the common focus on… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you must …

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

Special Report From Our Analyst Plan Today we introduce a special three-part series unpacking the Liberty / Schlumberger M&A deal’s nuanced implications for frac’s critical path supply chain: proppant. Each installment offers in-depth analysis that can’t be found anywhere else, concluding with an executive summary of strategic recommendations and industry …

The Texas Railroad Commission (and a whole bunch of oilfield folks) had a very busy Tuesday. The three Commissioners hosted a nearly 9-hour long virtual open hearing on Tuesday, taking petitions for and against prorating Texas oil production. 20,000 viewers tuned in to watch the webcast. A whopping 53 industry …

On New Year’s eve, we sent a newsletter. Despite the holiday, it was one of our most opened and shared newsletters of 2019. Why? It introduced a new idea with disruptive potential. Just when we all thought the frac sand was sufficiently disrupted by the advent and maturation of in-basin …