About one month ago, we tipped readers off about five potential upcoming deals in the oilfield water M&A pipeline. Today, one of the deals on our watch-list came to fruition. We knew the seller before… now we know the buyer. And it is one of the most aggressive consolidators in …
Read More »What Oxy’s Competing Bid Means For The Tight Oil M&A Landscape
When Chevron bid for Anadarko two weeks ago, the first line of Infill Thinking’s newsletter that day underscored the importance of Oxy’s failed bid. “The most interesting headline coming out of today’s Mega-Scale M&A news might actually be Oxy’s failed bid for Anadarko.” – Infill Thinking Headline From 4/12/19 Come …
Read More »Mega-Scale M&A Is Finally Here In Shale. Who’s Next? [4 Things On Our Mind After Chevron’s $33bn Bid For Anadarko]
Much is being written about Chevron bidding $33bn to take over Anadarko this morning, and rightly so. Instead of yet another transaction rehash, here are four quick thoughts on our mind after waking up to the news this morning: … There’s a lot more to this story… Login to see …
Read More »The Oilfield Water M&A Pipeline – 5 Potential Deals & Angles To Watch
We did a little thinking about the pipeline of M&A in the oilfield water business this week. For obvious reasons, it’s far easier to write about deals that have happened in the past rather than those that might happen in the future. But here’s some angles we’ll be watching in …
Read More »Last Mile Yard Driveby Confirms Shingle Swap, Closing The Loop On A Recent Infill Thinking Report
In mid-December, Infill Thinking drew a conclusion based on a sighting of physical evidence we observed in the field. This week, we close the loop on that report with additional photographs (and this time they are conclusive, not speculative). There’s a lot more to this story… Login to see the …
Read More »Who Bought The Black Mountain Silos? A Picture Is Worth A Thousand Words…
While there has been quite a bit of speculation over the buyer since we first reported the divestiture back in early-November, this is the first official confirmation. After making an important boots-on-the-ground observation over the weekend, we contacted a company spokesman and confirmed our firsthand observation. There’s a lot more …
Read More »Quick Thoughts On Surging E&P M&A
About this time last year, Infill Thinking member Paul Sparks penned a guest post this website titled Independent E&P Consolidation Is The Future, Is 2018 The Year? His case for consolidation turned out to be prophetic. We discuss the implications of three E&P M&A deals this week alone… There’s a lot more to this …
Read More »M&A Converts A Traditional Bundled E&P Into A Vertically Integrated Self-Sourcer
We are able to offer some timely context for the supply chain and procurement implications of this morning’s big M&A news in E&P. 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. …
Read More »Four For Four: A Big US Land Rig Win Reveals A Resilient Contracting Environment Despite 2H18 Crosscurrents
Each week we post analysis of the rig count, offering our own take on the trends. We also always include a thought piece, and this week digest some big contracting news. There’s a lot more to this story… Login to see the full update… To read this update and receive …
Read More »There’s New Buyer Roaming Around Sand Town [Exclusive C-Suite Chat]
Last week an executive affiliated with the newest acquirer on the frac sand block emailed us to let us know they are targeting frac sand logistics assets. During our phone conversation with the acquisition firm, we learned that… There’s a lot more to this story… Login to see the full …
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