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Tag Archives: deals

Sand M&A Headline In South Texas Leaves Us Curious….

June 20, 2023 Infill Thoughts

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A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation

March 28, 2023 Infill Thoughts

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Substitute For Organic Growth? Public E&Ps Ramped Up Their Capital Outlay Buying Private Shale E&Ps In 2022

December 6, 2022 Infill Thoughts

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Shale E&P Deal Count Is Spiking In 2022 [Charts Of The Day]

August 10, 2022 Infill Thoughts

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Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits

August 8, 2022 Thinking Ahead

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“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging

October 21, 2021 Infill Thoughts

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US E&P M&A Cools In 3Q After 2Q Bonanza. Deal Sprint Before Year-End Coming? [Charts Of The Day]

August 24, 2021 Infill Thoughts

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US E&P Consolidation Surges Driving 2Q21 Deal Flow To New Heights [Charts Of The Day]

June 7, 2021 Infill Thoughts

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How Will The Liberty Deal Reverberate In The Frac Sand Value Chain? [A Special 3-Part Report]

September 8, 2020 Out Think

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Wild Wild West – Some Big News Brewing In A Key West Texas Ranch Sale Process [EXCLUSIVE]

September 23, 2019 Quick Thoughts

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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