More consolidation in the sand mining business… 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 email us to …
Read More »Follow Up Thoughts On The TSS / Sand Revolution Deal
We’ve had some time to ruminate on the big news we broke exclusively this morning… 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 …
Read More »EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain
Breaking news on a big deal in last mile… 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 email …
Read More »The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context
E&P rumors we analyzed from an OFS perspective two weeks ago panned out today… 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 …
Read More »OFS Context For The Latest E&P M&A Speculation
Data context on the latest M&A rumblings… 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 email us to …
Read More »How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover
In this update, we discuss the latest takeover talk of the town. 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 …
Read More »Permian Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]
A deal has been announced this morning that further consolidates the Permian frac sand market and strengthens the production portfolio of one of the Lower 48’s largest frac sand suppliers… There’s a lot more to this story… Login to see the full update… To read this update and receive our …
Read More »Permian D&C Investment Now Eclipses Half A Trillion Dollars In Tight Oil Era [Chart Of The Day]
Data-driven market analysis of Permian addressable market in the oilfield… 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 »2024 Has Been A Record Consolidation Year In Permian Frac Sand [Chart Of The Day]
Data-driven market analysis of bargaining power and market share for Permian frac sand suppliers… 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 …
Read More »With U.S. Silica On The Verge Of Going Private, Who Was “Party B”? Detective Work Points To…
We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this year… 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 …
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