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Tag Archives: m&a

OFS Context For The Latest E&P M&A Rumor…

January 16, 2026 Infill Thoughts

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BREAKING NEWS: One More Sand Mine M&A Deal Sneaks In Before Year-End

December 16, 2025 Infill Thoughts

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Follow Up Thoughts On The TSS / Sand Revolution Deal

November 6, 2025 Infill Thoughts

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EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain

November 6, 2025 Infill Thoughts

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Permian Water Managers Are Looking Further Away For Disposal As Volumes & Pressure Rise

November 4, 2025 Infill Thoughts

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The Rumors WERE True… It’s Another E&P M&A Monday… OFS Context

November 3, 2025 Quick Thoughts

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OFS Context For The Latest E&P M&A Speculation

October 14, 2025 Infill Thoughts

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2025 Is Still Missing Its “Signature Deal” In U.S. E&P [Data Alert]

September 16, 2025 Infill Thoughts

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How Big Can They Get? Thoughts On Yet Another Potential Permian E&P Takeover

September 16, 2025 Thinking Ahead

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Iron Oak Continues Consolidation Spree

August 11, 2025 Quick Thoughts

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TIMELINE

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • 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?

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