The heat on the lizard is rising so US Silica’s news of inclusion in the Texas Conservation Plan TCP is well timed. More thoughts on the news and who else is in… There’s a lot more to this story… Login to see the full update… To read this update and …
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New Movement On Petition To List The Lizard [Exclusive]
Subscribers only. Breaking and exclusive reporting on the very latest in the dune sage brush lizard story from Infill Thinking. 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 be a member. If you are …
Read More »9th Largest US Pressure Pumper Says Permian Completion Supply Chain & Logistics Are A Mess
Superior Energy Services, the ninth largest US pressure pumper by active horsepower, spoke comprehensively about the North American oilfield service market (and Permian completions in particular) on Tuesday morning. We’ve organized our notes from the conference call into the following key points. There’s a lot more to this story… Login …
Read More »Kermit Sand Job Openings Surge To More Than 1/5th Of Regional Hiring Demand [Chart Of The Day]
Based on a study of job openings on Indeed.com, we estimate that upwards of 20% of advertised job listings in the Kermit/Monahans area of West Texas are posted by startup frac sand mines. In the full article, we show which sand miners have positions open and who they are competing with …
Read More »One Of The World’s Most Capable Offshore Rigs Just Agreed To Work Pro Bono For The Next 24 Months
We break down a very important offshore drilling contract, explaining what it means for the deepwater market. 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 be a member. If you are new to Infill …
Read More »Update On Permian In-Basin Mine Number Two, Mine Number Three & Contracting Competition
Several Permian Basin mines are now shipping sand. But only one is still fully operational. What’s the latest on the next two in terms of startup schedules? Based on our recent discussion with management teams of the new plants approaching the finish line, we provide readers with a status update …
Read More »Borr Drilling Is… The Most Interesting Offshore Driller In The World
Friday was a big day for Borr Drilling. First the Schlumberger deal “an industry first” and now consolidation of stranded newbuilds. Borr is fast becoming the most exciting name to watch in offshore drilling. There’s a lot more to this story… Login to see the full update… To read this …
Read More »This Large Permian Operator Will Cautiously Start Replacing Northern White Sand With Local Next Quarter
We’ve heard from a lot of sand producers lately on the prospects of and plans for in-basin sand. More important of course is the commentary from E&P companies. We’ll be hearing a lot more from them as 3Q17 reporting season rolls around here in about three weeks. Here’s what one …
Read More »Preferred Sands Confirms Commitment To Build Two Permian Plants, Shoots Down Oilfield Speculation Of A Cancellation
Here’s what you need to know about the latest rumor moving through the Permian Basin sand mining sewing circle. 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 be a member. If you are new …
Read More »A Step Closer To “OneJackup” As Schlumberger & Borr Formalize The First Performance-Based Offshore Drilling Rig Model
Context and thoughts on the Borr / Schlumberger announcement. 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 be a member. If you are new to Infill Thinking, or your membership has expired, please email …
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