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Tag Archives: m&a

OFS Context For This Week’s Natural Gas Mega-Merger

October 27, 2026 Infill Thoughts

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Eagle Ford Dominated 3Q26 E&P Deal Flow [Data Alert]

October 16, 2026 Quick Thoughts

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Worth A Mention… Exxon’s Innovation, Chevron’s Capex Cut, A New Pressure Pumper, People Moves, Driverless Loads, Stuck On A Roller Coaster, Fast Frac’ing & More…

August 4, 2026 Infill Thoughts

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Was The 2Q26 E&P M&A Lull Just The Calm Before The Storm? [Data Alert]

July 24, 2026 Quick Thoughts

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Worth A Mention… A Canadian Frac First, Behind-The-Curtain Behind-The-Meter M&A, New Mine, Mine Adds, PJM Signals, & More…

July 17, 2026 Infill Thoughts

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Mine Ownership Change Finally Announced… Thoughts On The Deal

June 26, 2026 Infill Thoughts

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The Utica’s Unclaimed Prize

April 24, 2026 Thinking Ahead

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ProPetro’s Predictive Pressure Pumping Points

February 20, 2026 Infill Thoughts

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Merger Monday – OFS Context For The Latest E&P Mega-deal…

February 2, 2026 Infill Thoughts

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Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]

January 27, 2026 Infill Thoughts

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TIMELINE

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

  • October 27, 2026

    OFS Context For This Week’s Natural Gas Mega-Merger

  • October 23, 2026

    Thoughts On Frac Crews Catching Up To Rigs [Chart of the Day]

  • October 23, 2026

    We Talked. Now They’re Talking. How Do Our Frac Trends Compare To OFS Company Statements?

  • October 23, 2026

    Liberty Going For Price In Frac Now As E&Ps Ride Oil Realizations And Frac Fuel Savings

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