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Tag Archives: m&a

E&P Consolidation Shifts Away From The Permian In 2025 [Data Alert]

June 17, 2025 Infill Thoughts

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In Other News… Costs To Follow Activity Lower?, 2H Calendar, EOG/Encino Nuggets, Oil Prices, OFS Catching A Bid, And Exxon’s LWP…

June 10, 2025 Quick Thoughts

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A Distressed Sale In Pressure Pumping? [EXCLUSIVE]

May 5, 2025 Infill Thoughts

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Catching Up On ProPetro And RPC

May 2, 2025 Infill Thoughts

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Illustrating Iron Oak’s Imprint – Rich History, Growing Platform

April 11, 2025 Out Think

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Permian Frac Sand Consolidates Further With Iron Oak / High Roller M&A Deal [Analysis]

April 4, 2025 Infill Thoughts

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Sleeping Giant – A Frac Primer On The Haynesville

April 1, 2025 Thinking Ahead

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Permian D&C Investment Now Eclipses Half A Trillion Dollars In Tight Oil Era [Chart Of The Day]

March 5, 2025 Infill Thoughts

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Produced Water Capex Headed Higher As Permian Dirt Keeps Rumbling [Chart Of The Day & Map]

February 21, 2025 Infill Thoughts

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Big Deal Today, But E&P Consolidation Wave Showing Signs Of Slowing [Data Alert]

February 18, 2025 Infill 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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