On the Monday before Christmas, Diamondback scooped up QEP and Guidon, consolidating a big chunk of Northern Midland Basin acreage. Here are some critical supply chain insights concerning these two operators that all vendors should be aware of… Login to see the full update… To read this update and receive …
Read More »E&P Consolidation Trend Kicking Into High Gear? Big Operator Rollups Left & Right Since July….
Yes folks, it’s true… what you’ve heard…. the oilfield marketplace is a changing and the competitive landscape we’ve all gotten used to for the past decade or so could look very very VERY different a decade from now… Login to see the full update… To read this update and receive …
Read More »Buyer Behavior Cliff Notes As Devon & WPX Become One Frac Customer
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 …
Read More »A Penny On The Dollar For NWS Investments Gone Bad
A long-marketed Northern White Sand asset package finally found a buyer last week…. for what we estimate is a penny on the dollar relative to invested capital. This deal… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …
Read More »How Will The Liberty Deal Reverberate In The Frac Sand Value Chain? [A Special 3-Part Report]
Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …
Read More »‘Project Stars’ Complete – Schlumberger’s Frac Team Hands Over The Keys To Liberty
As most readers know by now, Schlumberger sold their frac business to Liberty in a big deal announced this morning. The deal, code named “Project Stars” per the deck title, makes Liberty… Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »The Lost Quarter, Pressure Pumping M&A, & Another Distressed Firm On Our Watchlist Caves…
Three quick datapoints worth flagging this morning that didn’t give us quite enough content for full-bore research updates but are notable none-the-less: 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, renew here. (Current …
Read More »Is The Water Deal Pipe Going Dry? What WaterBridge Walking Away Says About E&P H2O System M&A
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 …
Read More »WaterBridge’s Buying Spree Extends Into 2020 As Another Large E&P System Is Divested
We take a look at WaterBridge’s acquisition history and comment on their latest deal in this update… 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, renew here. (Current members login here.) Members get Exclusive research …
Read More »End Of Week Roundup: Flaring Crackdown Risk, Will Laredo Sell H2O System? Sand Unbundling & Use Spike, RIFs, EIA Forecast Fade, & A Little Friday Humor…
In addition to the other research we’ve posted this week, here’s an assortment of interesting odds and ends that crossed our desk and will be of interest to Infill Thinking members… Login to see the full update… To read this update and receive our research newsletters, you must be a …
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