Quick Thoughts

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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Some Initial Thoughts On Reports That Unimin Is Buying Fairmount Santrol

Here’s what you need to know about the rumors that Unimin is buying Fairmount Santrol. 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 …

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Environmentalists Blitz The W. TX Sand Miners, TCP, & E&P

A leading environmentalist group has issued a new report on sand production in the Permian Basin and it’s impact on the dune sagebrush lizard. The report says  sand mining is a threat to the lizard that overshadows all the rest. Login to get the details on this new development… There’s a …

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Atlas Moves South With Their Second Permian Basin Frac Sand Mine

We report breaking news from one of the new entrants in the Permian frac sand mine race. We think through some interesting angles about this new plant plan, this player’s second disclosed in the Permian Basin. There’s a lot more to this story… To read this update and receive our research …

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A 2nd Permian Basin Sand Mine Flips On The Switch

In this update we share the latest on frac sand mine openings in the Permian including an exclusive look at the very latest at the 2nd site coming online. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If …

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What Wall Street Thinks Of The Oilfield Value Chain [2 Charts]

In this update, two quick charts to illustrate relative Wall Street sentiment divergence across the oilfield value chain. It’s been a rough year for O&G stocks in general, with the OSX index underperforming the S&P 500 by 42% year-to-date. But to really understand how Wall Street views the oilfield value …

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Quick Takeaways From A Regional Frac Sand Player’s New IPO Filing

Preferred Sands filed for IPO on Thursday. As Infill Thinking readers already know, Preferred has two in-basin mines under development in the Permian Basin and one in the Eagle Ford. Besides what is arguably the coolest team picture to ever grace any SEC filing, the company included quite a bit of …

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