Putting The Genie Back In The Bottle: Will The Frac Supply Chain Ever Be Rebundled? [New Discussion Topic]

Unbundling is trending in the US completions supply chain. So… a key question we’ve been asked by investors in the space recently is what might compel E&P buyers to rebundle their frac supply chains? In other words, can Big OFS put the genie back in the bottle now that it’s out?

We submit 7 factors that might cause reversion to the mean and invite you to weigh in here>>

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