Quick Thoughts

Reliable context for the biggest breaking news stories

Prop 112 Is Dead And The DJ Basin Discount Is Evaporating

The anti-frac measure on the Colorado ballot was soundly defeated on November 6, 2018. 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 …

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Quick Thoughts On Surging E&P M&A

About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …

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