Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
Read More »Shale E&P Deal Count Is Spiking In 2022 [Charts Of The Day]
Investment bankers have been BUSY making deals happen in E&P during 2022. Here’s a data driven update on the situation… 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 …
Read More »Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits
We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …
Read More »“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging
Following the logic on M&A possibly returning in frac sand… 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, please …
Read More »US E&P M&A Cools In 3Q After 2Q Bonanza. Deal Sprint Before Year-End Coming? [Charts Of The Day]
2Q21 was the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Here’s an update on what’s followed that in 3Q… There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »Project Bowie Complete – NexTier Takes Over The Alamo!
As most readers probably know by now, Alamo Pressure Pumping has sold out to Nextier in a big frac’ing deal announced late Wednesday afternoon. A public pumper takes out a large private pumper, adding to their foothold in the Permian while advancing the frac HHP consolidation narrative. This is good …
Read More »US E&P Consolidation Surges Driving 2Q21 Deal Flow To New Heights [Charts Of The Day]
2Q21 is the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Not only are we already seeing new highs this quarter, but there are still three full weeks left in the quarter for bankers to add a few more …
Read More »New Year, New Era At Liberty OFS
In light of today’s deal news, we wanted to share some of the recently formulated resources in our archive that we assembled to think through what this deal means for the frac and frac supply chain marketplace. We hope this research proves helpful as a new era begins at Liberty… …
Read More »Buyer Behavior Cliff Notes As Diamondback Consolidates The Northern Midland Basin
On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… There’s a lot more to this story… Login to see the full …
Read More »In Other News… Merger Monday, Permian Weather, Nat Gas Bull Rush, Hydrogen Hype, & HAL “Dips A Toenail” In Renewables…
In addition to the in-depth updates published so far during this week in the frac life, these quick hits also crossed our desk and are worthy of a mention… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
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