Ruminations and musings after we’ve had a chance to discuss the huge M&A deal news in frac sand this week with many contacts… 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. …
Read More »The Permian’s Two Largest Frac Sand Suppliers Combine
Thoughts, data, analysis and context on the breaking M&A deal news in frac sand 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, …
Read More »Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts
The great Permian E&P consolidation spree continues with another big deal before the New Year. Long rumored, Oxy finally announced the CrownQuest acquisition today. $12bn. Press release. Another Public gobbling up a Private, and this time one of the biggest privates in the Permian was the target. Here are some …
Read More »Thinking About OFS Implications In Another E&P Mega Deal
Context on what the latest E&P megadeal could mean for OFS… 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, …
Read More »Frac Customer Consolidation Shifts Into Higher Gear This Year [Chart Of The Day]
With yet another big E&P M&A headline, we refresh our M&A data 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 »A Super Major Would Still Add Permian Rigs & Frac Crews Over The Next Couple Years At $60 Oil
We digest big plans from a big E&P pertaining to the Permian into a digestible summary… 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, …
Read More »5 Shale Wildcards That Could Make 2023 Real Interesting
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 …
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