Quick Thoughts

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, …

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 …

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 …

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 …

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 …

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 …

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 …

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, …

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 …

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 …