The wait is over to see who one of ProFrac’s M&A targets is. 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 …
Read More »Who Else Is ProFrac Buying?
As M&A rumors swirl, we take a look at some recent disclosures that offer some interesting clues about future announcements… 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 …
Read More »Shale E&P Deal Count Is Spiking In 2022 [Charts Of The Day]
Investment bankers have been BUSY making deals happen in E&P during 2022. Here’s a data driven update on the situation… 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 …
Read More »Got Cash? More Private Equity Backers Of Oilfield Firms Could Be Heading For The Exits
We think through some reasons why a lot of oilfield service companies could be up for sale – many more than normal at this point in the cycle – and what this could mean for M&A and consolidation going forward. There’s a lot more to this story… Login to see …
Read More »Sand M&A Comes Back With A Big Permian Deal…
Sand mine M&A is back! We analyze the new deal and implications here… 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 …
Read More »Northern White Sand Market Outlook – Conference Call Highlights
A large NWS player had some interesting things to say last week… 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 …
Read More »“Yeah But…” Industry Feedback On Our Thesis Of Frac Sand Consolidators Emerging
Following the logic on M&A possibly returning in frac sand… 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 »Produced Water Risks & Opportunities Abound As Deal Flow Increases [OWC Event Takeaways]
Last week, we joined 175 senior oilfield water industry professionals at the 3rd Annual Oilfield Water Industry Update conference at the Houstonian. It was a full house and a full discussion – there is no shortage of excitement in the sector at present. Here are some key takeaways from the …
Read More »Are Frac Sand’s Strategic Consolidators FINALLY Emerging?
Several recent datapoints may start to answer a key question holding up frac sand consolidation: who will the buyers be? Everyone in frac sand expects M&A…eventually… But the biggest hold-up to a deal flurry in the past 12-24 months has been a… There’s a lot more to this story… Login …
Read More »US E&P M&A Cools In 3Q After 2Q Bonanza. Deal Sprint Before Year-End Coming? [Charts Of The Day]
2Q21 was the busiest quarter for US E&P deal flow since we started keeping track of significant E&P M&A transactions in 2017. Here’s an update on what’s followed that in 3Q… There’s a lot more to this story… Login to see the full update… To read this update and receive …
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