The larger two deals of the three involve E&P operators handing off a portion of their water management operations to third-party midstream companies. This is a critically important sub-theme in water M&A, which we’ve addressed in many updates this year. Check out more analysis of each deal in this update, …
Read More »E&P Consolidation Is A Catalyst For More Oilfield Water Divestitures & Recycling
Towards the end of the press release on Callon’s acquisition of Carrizo this week, a comment on oilfield water caught our eye. It signals… 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 …
Read More »Buzz Builds Around WPX’s Water Infrastructure
WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this 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 …
Read More »Keane & J – Deal Thoughts, Industry Implications, & Frac M&A Generally Speaking
As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …
Read More »Is The Competitive Landscape In Pressure Pumping About To Shift?
On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… 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 …
Read More »A High Velocity Stream Of Oilfield Water Deals As The Corporate Landscape Rapidly Evolves [Chart Of The Day]
Most folks reading this update probably know that dealflow in the oilfield water sector is extremely hot in mid-2019. That said the magnitude of the transaction surge and cumulative deal flow described below may come as a bit of a surprise even to those that are plugged in on this …
Read More »Produced Water Pow Wows On The Rise… [Chart Of The Day]
Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …
Read More »Pioneer Shares Their Evolving Thoughts On Separating A Critical Path Function
Here’s a look at what they said then and now, showing how their thinking has become more transparent. Other operators will definitely take notice if Pioneer’s water tone starts to shift on divestiture, since the company has long been at the forefront of water management in the tight oil E&P …
Read More »OxyDarko It Is As Chevron Walks With Their Billion…
As our newsletter this past Tuesday predicted, Chevron walked…. 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 email …
Read More »Hi-Crush Makes Acquisitions To Bolster Their Execution Capabilities In The Last Mile
Breaking news involving the acquisition of an innovative last mile boutique and a software platform that we’ve been covering for quite some time here at 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 …
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