Tag Archives: corporate strategy

The great Permian E&P consolidation spree continues with another big deal… Here are some quick thoughts on OFS implications in the transaction: 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 …

Something to keep an eye on in the Permian 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 are new to Infill Thinking, or your membership has expired, …

We look forward to meeting up with industry friends next week in San Antonio for the biggest sand event of the year hosted by our friends at the Petroleum Connection. Here’s some things we look forward to catching up with industry friends about… There’s a lot more to this story… …

We discuss an interesting M&A deal in the sand world… 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 …

We look forward to meeting up with industry friends next Friday in Houston for a sand market discussion here’s a preview on what we’ll be talking about. There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …

Thoughts on frac stock price performance… 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 discuss …

This week, we spent some time interacting with executives and senior finance folks from outside our core O&G rolodex… 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 …

A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update…  To read …

A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update…  To read …