Out Think

Profit Center vs. Cost Center? This Deal’s Impact On Pricing + Unanswered Questions [Liberty Deal Analysis Part 3 Of 3]

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 …

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Sand Mine Valuation Thoughts [Liberty Deal Analysis Part 1 Of 3]

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 …

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Aqua Men-Startups & Stalwarts Will Reshape Oilfield Water

The sense of urgency and rapid changes that now characterize the produced water space are attracting a host of new players. Startups are joining stalwarts in bringing new ideas, infrastructure aggregation concepts, and plenty of dry powder to the table. It’s early days for the oilfield water midstream model… so …

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The Wellsite Frac Sand Storage Replacement Cycle Ends In 2018

All new gen wellsite storage suppliers have enjoyed remarkable growth trajectories, but how long will this continue to be the case? We examine a potential inflection point incorporating takeaways from a proprietary study we conducted in this update. There’s a lot more to this story… To read this update and receive …

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Sand Dollars: An Update On Permian Proppant Pricing Trends

After Hi-Crush’s news last week of a major contract win (pun intended) at a surprisingly strong price, we dug much deeper into the latest Permian Basin frac sand pricing trends this week. Please login to see this deep dive on Permian Basin frac sand price trends. There’s a lot more …

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