Infill Thinking Lifting the O&G knowledge curve
This may sound a little bit counter-intuitive, but bear with me: Patterson-UTI’s acquisition today signals that its build vs. buy strategic preference remains in tact. That’s because Patterson acquired a rig technology company this morning even though hundreds of idle land rigs are for sale as cheap as 15 cents on the dollar of build cost.
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 us to discuss our current subscription options at [email protected]. (Current members login here.)
Members get:
- Exclusive research update newsletters
- High-caliber, data-driven analysis and boots-on-the-ground commentary
- New angles on stories you’ll only find here
- No advertisements, no noise, no clutter
- Quality coverage, not quantity that wastes your time
- Downloadable data for analysts
Contact us to learn about signing up! [email protected]
