Infill Thinking Lifting the O&G knowledge curve
Oxy / CrownQuest Have A $12bn Deal – Quick Operational Thoughts
Thinking About OFS Implications In Another E&P Mega Deal
Frac Customer Consolidation Shifts Into Higher Gear This Year [Chart Of The Day]
Sand M&A Headline In South Texas Leaves Us Curious….
Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers
Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…
Key Takeaways As NexTier / Patterson-UTI Combination Is Now Official
Thoughts On Rumored NexTier / Universal Combination + A Post-Deal Market Share Chart
Thoughts On OFS Vendor Exposure To Monday’s Big E&P M&A Deal
A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation