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Out Think

Primers, deep dives, and fundamental outlooks

Before… And …After. Tight Oil Thesis Testing In Ft. Worth This Week

May 19, 2022 Infill Thoughts, Out Think

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Are Frac Sand’s Strategic Consolidators FINALLY Emerging?

October 11, 2021 Out Think

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A Big Push On The Damp Sand Flywheel [Boots On The Ground Report]

September 24, 2021 Out Think

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Select Energy Services Is Going Big On Water Midstream Growth In 2021

August 30, 2021 Out Think

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What’s Left In The Tank For E&P Capex In 2H21?

August 12, 2021 Out Think

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Public Shale E&P Underspend In 1Q Creates Running Room Into Early Summer, But Capital Discipline Reigns Supreme

May 6, 2021 Out Think

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SimulFracs Will NOT Be A Rebundling Catalyst For Direct Sourcing E&Ps [Simulfrac Series]

April 26, 2021 Out Think

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Putting E&P Spending Seasonality On Steroids? [Simulfrac Series]

April 16, 2021 Out Think

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How, What, Where, Why, Why Now, & Who? [Simulfrac Series]

April 6, 2021 Out Think

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Vanishing Idle Time In Fracs – Breaking Down The Next Big Step In Shale’s Efficiency Journey [Simulfrac Series]

April 6, 2021 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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