Tag Archives: m&a

About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …

We are able to offer some timely context for the supply chain and procurement implications of this morning’s big M&A news in E&P. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew …

Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a …

Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… To read this update and receive …

There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …

You probably saw this press release yesterday from Shale Support announcing in-basin M&A. We spoke by phone today with Co-Founder and CEO Kevin Bowen and got the full scoop. In addition to sand specifics, one of the big takeaways for us was that exploratory drilling and completions could heat up …

There’s a new thread over in our members-only discussion forum. In it we question whether the big Permian M&A deal this week marks the start of a push for scale. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. …

The OneStim JV between Schlumberger and Weatherford contemplated in March of 2017 has broken apart. Instead, Weatherford sold off its idled pressure pumping business to Schlumberger. What does this mean for the players and the market? We have some thoughts here… There’s a lot more to this story… To read …

Experienced E&P strategist Paul Sparks has been thinking about the future of what today is a highly fragmented E&P industry. As the US unconventional business matures, will it always be run by 50+ public Independents and hundreds of smaller privates? Or is mass consolidation the future? History and some of …

Unimin and Fairmount Santrol have decided to combine in a merger expected to close mid-2018. The deal will create the largest frac sand supplier in the US. The merger of these two sand bellwethers has been rumored “seriously” since October and “casually” since well before that. In fact, back in …