implications Archives - Infill Thinking https://www.infillthinking.com Lifting the O&G knowledge curve Mon, 11 Dec 2023 18:39:36 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.9 https://www.infillthinking.com/wp-content/uploads/2016/09/cropped-Screenshot_4-8-32x32.png implications Archives - Infill Thinking https://www.infillthinking.com 32 32 Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts https://www.infillthinking.com/out-think/oxy-crownquest-have-a-12bn-deal-quick-thoughts-relevant-ofs-data/ https://www.infillthinking.com/out-think/oxy-crownquest-have-a-12bn-deal-quick-thoughts-relevant-ofs-data/#respond Mon, 11 Dec 2023 16:57:54 +0000 https://www.infillthinking.com/?p=33697 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 quick thoughts on OFS implications …

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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 quick thoughts on OFS implications in the transaction:

There’s a lot more to this story…

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Buyer Behavior Cliff Notes As Devon & WPX Become One Frac Customer https://www.infillthinking.com/infill-thoughts/buyer-behavior-cliff-notes-as-devon-wpx-become-one-frac-customer/ https://www.infillthinking.com/infill-thoughts/buyer-behavior-cliff-notes-as-devon-wpx-become-one-frac-customer/#comments Mon, 28 Sep 2020 17:15:23 +0000 https://www.infillthinking.com/?p=29937 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 Merger Monday deal announcement from …

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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 Merger Monday deal announcement from a service company perspective:

There’s a lot more to this story…

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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 our current subscription options at hello@infillthinking.com(Current members login here.)

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Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A https://www.infillthinking.com/infill-thoughts/is-the-water-deal-pipe-going-dry-what-waterbridge-walking-away-says-about-ep-h2o-system-ma/ https://www.infillthinking.com/infill-thoughts/is-the-water-deal-pipe-going-dry-what-waterbridge-walking-away-says-about-ep-h2o-system-ma/#respond Tue, 19 May 2020 15:25:15 +0000 http://www.infillthinking.com/?p=29284 On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we believe most buyers will be: …

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On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm.

What does it mean for E&P water system divestitures? Is the deal pipeline going dry?

In this climate, we believe most buyers will be:

There’s a lot more to this story…

Login to see the full update… 

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