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 …
Read More »Buyer Behavior Cliff Notes As Devon & WPX Become One Frac Customer
The Devon / WPX deal continues the theme of Lower 48 E&P consolidation and creates the fourth largest unconventional oil producer in the US (only behind Oxy, Conoco and EOG). In the sections below, we provide some customer behavior context for the Devon / WPX merger – viewing the big …
Read More »A Penny On The Dollar For NWS Investments Gone Bad
A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »‘Project Stars’ Complete – Schlumberger’s Frac Team Hands Over The Keys To Liberty
As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Oilfield Water M&A Deal News Slows In Early-2020. Why & What’s Next…
2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 »