Quick Thoughts

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 …

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What’s Next For Emerge?

Today’s news was widely expected. It’s what comes next that’s less clear. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and …

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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 …

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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… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary …

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Keane Idles Three Spreads While Pushing A New “Whisper Fleet” For The DJ Basin [Live Blog…]

We live-blogged the most important comments with oilfield marketplace implications from the Keane conference call this morning. 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 …

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