Quick Thoughts

Unimin + Fairmount Santrol Becomes A Reality

Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …

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Is It Really Different This Time? [Chart Of The Day]

We believe the recent surge of returns-focus rhetoric from E&Ps is having a considerable impact on consensus expectations for US shale E&P spending. This was evident in our recent survey, where participants expressed a bullish view on y/y oil price trends yet waxed conservative on the spending outlook. In this …

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Hi Crush Quick Take: Sales And Volume Charts, Kermit Update, Coarse Reclamation

Quick take after Hi-Crush released earnings this afternoon. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories you’ll …

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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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get …

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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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters …

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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… To read this update and receive our research newsletters, you …

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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… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) Subscribers get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles on stories …

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