Tag Archives: m&a

Towards the end of the press release on Callon’s acquisition of Carrizo this week, a comment on oilfield water caught our eye. It signals… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, …

WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this week… Login to see the chart and figures in the full update… To read this update and receive our research newsletters, you must be …

As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …

On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… Login to see the chart and figures in the full update… To read this update and receive our research newsletters, you must be a …

Most folks reading this update probably know that dealflow in the oilfield water sector is extremely hot in mid-2019. That said the magnitude of the transaction surge and cumulative deal flow described below may come as a bit of a surprise even to those that are plugged in on this …

Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …

Here’s a look at what they said then and now, showing how their thinking has become more transparent. Other operators will definitely take notice if Pioneer’s water tone starts to shift on divestiture, since the company has long been at the forefront of water management in the tight oil E&P …

As our newsletter this past Tuesday predicted, Chevron walked…. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis and commentary New angles …

Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at Infill Thinking… There’s a lot more to this story… To read this update and receive our research newsletters, you must be a member. If your …

About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline. Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in …