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Tag Archives: scale

Follow Up Thoughts On The TSS / Sand Revolution Deal

November 6, 2025 Infill Thoughts

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EXCLUSIVE: The Ink Is Drying On A HUGE M&A Deal In Frac Supply Chain

November 6, 2025 Infill Thoughts

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Thinning The Herd – The Public E&P Universe Is Shrinking Via M&A, Delistings

August 26, 2019 Infill Thoughts

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Will We Look Back At The Concho / RSP Deal As The Start Of Tight Oil Consolidation? [New Discussion Thread]

March 29, 2018 Infill Thoughts

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Independent E&P Consolidation Is The Future. Is 2018 The Year? [Guest Post]

December 14, 2017 Infill Thoughts

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Marcellus Scale – A Glance At The EQT / Rice Deal From A Well-Site Demand Perspective

June 20, 2017 Infill Thoughts

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Let’s Make Offshore Drilling Investable Again. Exploring The Link Between Scale & Value As Consolidation Begins

May 30, 2017 Infill Thoughts

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INFILL THINKING SINCE 2016

Distilling the complex oilfield business into updates that really matter. No noise. No clutter.

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TIMELINE

  • October 30, 2026

    Chevron Captures $100 Million YTD With New AI Tools

  • October 30, 2026

    Frac Prices Are Recovering, But 2 Culprits We’ve Been Calling Out Hit Results

  • October 30, 2026

    For The First Time In A While, Pressure Pumpers Are Plugging Spot Exposure As A Good Thing

  • October 27, 2026

    People On The Move In The Frac Sand Space

  • October 27, 2026

    Northeast Gas Basin Trends From Our Conversations In Pittsburgh Last Week

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