Quick Thoughts

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 …

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 …

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. …

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… …

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 …

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 …