Today’s news was widely expected. It’s what comes next that’s less clear. 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 …
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“If Water Was So Important To The Trust…” Trustee Contender Unleashes On Texas Pacific Water Deals In New Video Campaign
With a shareholder meeting to pick the next TPL Trustee one month away, the activist investor’s pick for the vacant seat has launched a video campaign in which he questions the Trust’s land and water strategy. The vote for this seat has big implications for the Permian land and water …
Read More »Industry Buzz Heard Around The Sandpatch This Week Emphasizes Execution In The New Normal [8 Interesting Datapoints]
It’s only Tuesday, but two major frac sand industry gatherings have already happened in Texas this week. Much of the buzz we picked up from these events (one of which our team attended) seemed to be in line with recent Infill Thinking reporting and presentations at other recent frac sand …
Read More »The Rockies’ Regulation Roller Coaster [Chart Of The Day]
The Coloradan E&P industry is braced for the earth to move beneath their feet, and tolerance for QHSE risk is about zero among the operators navigating this challenging regulatory landscape. When we talk with our O&G contacts in the Rockies, regulation invariably comes up. So here’s an update on where …
Read More »Happy Networking, Dealmaking, Debating And/Or Tax-Paying…
On Monday April 15, 2019, most Infill Thinking readers are either: 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, …
Read More »Mega-Scale M&A Is Finally Here In Shale. Who’s Next? [4 Things On Our Mind After Chevron’s $33bn Bid For Anadarko]
Much is being written about Chevron bidding $33bn to take over Anadarko this morning, and rightly so. Instead of yet another transaction rehash, here are four quick thoughts on our mind after waking up to the news this morning: … There’s a lot more to this story… Login to see …
Read More »Railcars Full Of Local Permian Sand Begin Rolling East Into Big Spring… [Exclusive]
One of the key takeaways from our Permian Basin recon trip a couple months ago was that intra-basin railing of local sand was about to become reality. In this boots-on-the-ground piece in March, we wrote that first shipments could happen by the end of 1Q19. The timing of that prediction …
Read More »Live From New York… It’s A Notable Datapoint On South Texas Local Sand Adoption
We learned that an operator had some very nice things to say about local sand to their investors in New York on Tuesday morning… Check out why this is notable here. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »In Other News… Jump-starting Greenfield Construction?, Big Blue, Unbundling Nuggets, LML Notes, Rockies Rife With Regulatory Risk…
In addition to the in-depth updates published early this week, a few other interesting items crossed our desk. 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 …
Read More »A Potential Clue About SandBox’s Next Move. And If This Is Their Next Vertical… It’s A Hot One
We found a hint about what SandBox might be up to next – recall that the company alluded to entering other verticals this year during their recent earnings conference call, which we live-blogged here. There’s a lot more to this story… Login to see the full update… To read this …
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