This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …
Read More »Oilfield Water Deal Watch List: Crossing One Off, Adding Another
Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… There’s a lot more to this story… Login to see the full update… To read this update and …
Read More »Parsley’s Latest Thinking On Water Infrastructure & Frac Sand After The Jagged Peak Merger Announcement
E&P M&A is heating up again this week with another Merger Monday. One of yesterday’s deals gave us a chance to hear from management on two hot industry topics… There’s a lot more to this story… Login to see the full update… To read this update and receive our research …
Read More »The Future Of E&P Includes M&A And ESG [Friday Guest Post]
With Morgan Stanely also pushing an M&A narrative this week, Paul’s piece is timely. Paul’s been making the case for consolidation in E&P for about two years… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Goodnight Comments On Terminated Transaction, While Another Water M&A Deal Is Announced
Infill Thinking has obtained a statement from Goodnight Midstream in the wake of the M&A termination. CEO Patrick Walker told Infill Thinking… 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 …
Read More »Is It Really Different This Time? [Friday Guest Post]
Our latest guest post contains an important message regarding the current state and future of the E&P industry. We are bringing it to you in two pieces. This week, our guest contributor sets the stage on the current environment and tiers that have developed in the E&P industry. Next week, …
Read More »Thinning The Herd – The Public E&P Universe Is Shrinking Via M&A, Delistings
On the heels of yet another combination of public E&P operators this morning (PDC Energy and SRC Energy), we spent some time thinking about the expansion, peak and contraction of the public E&P universe. There’s a lot more to this story… Login to see the full update… To read this …
Read More »A New Buzzword In Oilfield Water Plus More Big M&A Deals This Week… [Exclusive CEO Chat]
There were three notable transactions in oilfield water management this week. In two of them, a new buzzword emerged that we like and think could stick as the roll-up of legacy E&P oilfield water systems by third-party water midstream firms continues… There’s a lot more to this story… Login to …
Read More »90 Days Later… NGL Is Digesting Mesquite
We provide an update on a northern Delaware Basin water behemoth, which was created through M&A this May. 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 …
Read More »It’s Not Just E&Ps That Are Separating Oilfield Water Midstream Businesses…
We’ve seen plenty of E&P divestitures of water midstream assets to third-party water pure-plays over the past 12 months. But oilfield service firms can also benefit from… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
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