Ascent Resources has long been a coveted unclaimed prize in Appalachia — so why can’t anyone close the deal, and who (if anyone) finally will? There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be …
Read More »ProPetro’s Predictive Pressure Pumping Points
Get the latest market outlook for a key Permian frac player. There’s a lot more to this story… Login to see the full update… 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, …
Read More »Merger Monday – OFS Context For The Latest E&P Mega-deal…
Another big E&P merger is on the newswires today… here’s context to help you assess the impact… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill …
Read More »Consolidation Nation: Rumors, Roll-Ups, And Rising Sun Capital [Data Alert]
Our data team shares a data tool for understanding consolidation. There’s a lot more to this story… Login to see the full update… 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 …
Read More »OFS Context For The Latest E&P M&A Rumor…
The press thinks another big E&P merger might be close at hand. Here’s what you should know from our unique vantage point on the potential tie-up… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must …
Read More »BREAKING NEWS: One More Sand Mine M&A Deal Sneaks In Before Year-End
More consolidation in the sand mining business… There’s a lot more to this story… Login to see the full update… 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 …
Read More »Follow Up Thoughts On The TSS / Sand Revolution Deal
We’ve had some time to ruminate on the big news we broke exclusively this morning… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or …
Read More »EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain
Breaking news on a big deal in last mile… There’s a lot more to this story… Login to see the full update… 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 …
Read More »Permian Water Managers Are Looking Further Away For Disposal As Volumes & Pressure Rise
A quick oilfield water market update, where there’s a lot going on, so check out these key bullet points to get up to speed on the number one flow assurance issue for Permian E&P… There’s a lot more to this story… Login to see the full update… To read this …
Read More »The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context
E&P rumors we analyzed from an OFS perspective two weeks ago panned out today… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If you are new to Infill Thinking, or your …
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Infill Thinking Lifting the O&G knowledge curve