Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »Analyzing The Oilfield Industry Fundamental Setup With 2Q24 Reporting Season Beginning…
We think ahead about what we might hear with oilfield earnings reports and calls just around the corner… 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 …
Read More »So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »Analysis & OFS Details On The 2 Newest Takeovers As E&P M&A Is Tracking Ahead Of Last Year…
We digest two recent deals in shale E&P, thinking through some of the potential implications for suppliers / supply chain and providing data-driven insight… 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 …
Read More »Invitation To Think With Us – Our Mid-Year US Oilfield Market Survey Is Live
By putting our heads together as a group, Infill Thinking members will establish an important baseline for understanding the “what next”. 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 …
Read More »Provider Implications In This Week’s E&P M&A Deal – Matador / Ameredev
Data-driven context for OFS implications in the MTDR/Ameredev M&A deal. 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 »Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]
Refreshing our upstream consolidation monitor after COP/MRO, a few thing stand out… 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 »Mind The Gap – 4Q Budget Exhaustion Is A Red Flag This Year [DATA ALERT]
This week, we have an update on E&P spending trends… 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 »1Q24 Was The Peak For Lower 48 Natural Gas E&P Spending This Year [Chart & Analysis]
With natural gas prices still depressed, here is a look at where gassy E&P activity is trending… 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 …
Read More »What Did Apollo Pay For U.S. Silica’s Frac Sand Business?
Data driven context as we continue to think through the big frac sand M&A deal announced last week. 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 …
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