Just days after a customer popped the cork on news that a big frac outfit may be rolling out an electric frac fleet, another pressure pumper has jumped on the e-frac bandwagon. There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Quick Thoughts
Hi-Crush Makes Acquisitions To Bolster Their Execution Capabilities In The Last Mile
Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at 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 …
Read More »Title Fight Scorecard: Texas Pacific Land Trust vs. Horizon Kinetics
The proxy contest for the vacant Trustee seat on Texas Pacific’s board has only heated up since we first wrote about it here several weeks ago. Over the past week, jabs have been flying left and right, fast and furious. So rather than writing up each swing, we figured a …
Read More »Labor Strike Shuts Down A NWS Plant Temporarily
Here’s the latest on a plant worker strike that is impacting NWS supply. 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 …
Read More »More E-Frac Talk… This Time From The Manufacturing Side
The customer of a large frac outfit wasn’t the only one talking excitedly about electric fracs last week. Here’s what the builders said… 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. …
Read More »Another Day, Another Water Transaction Fitting An M&A Theme On Our Watchlist
The day after PDC Energy sold their water infrastructure assets to WaterBridge – crossing a deal off our watchlist – another transaction closed that fits with a deal theme we are monitoring – a theme likely to continue with more small M&A deals like this one in the days ahead… …
Read More »Something On The Lighter Side To Breakup EPS Season Monotony…
Earnings season can be pretty dry. As we approach peak 1Q19 reporting season in the oilfield, a stack of earnings releases, transcripts, and recaps are piling up on desks from New York to Midland (ours included, somewhere in between). So we’ll take the humor and lighter moments where we can …
Read More »The “Conflicted Candidate” – A Struggle For Control In The Permian Continues
The battle for control of a critical swath of Permian land and water assets continues to heat up as the incumbents retaliate against recent activist investor information releases… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, …
Read More »What Oxy’s Competing Bid Means For The Tight Oil M&A Landscape
When Chevron bid for Anadarko two weeks ago, the first line of Infill Thinking’s newsletter that day underscored the importance of Oxy’s failed bid. “The most interesting headline coming out of today’s Mega-Scale M&A news might actually be Oxy’s failed bid for Anadarko.” – Infill Thinking Headline From 4/12/19 Come …
Read More »Halliburton On RE-bundling, Sand Subsidizing Stages, & The Frac Pricing Bottom [5 Key Takeaways From Their Call]
On Monday, Halliburton was the second oilfield service company to host a conference call so far during the early days of 1Q19 earnings season. Here’s what you need to know from the call if you work in the US completions supply chain. There’s a lot more to this story… Login …
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