Tag Archives: shale

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 …

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Candid Covia CEO: “Oversupply Is Upon Us”

Candid is probably the best word to describe Covia’s conference call yesterday. Management owned up to the oversupply in the frac sand market – a reckoning our reporting has foreshadowed for more than 12 months now. Here’s what you need to know from the call. There’s a lot more to …

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Sandless Spreads, White Space, Permian Mobes, and Price Stagnation. Lots Of Frac Market Talk Over The Past 48 Hours, Most Of It Unpleasant

Never a dull moment in pressure pumping. See what we landed in our “datapoint fishing net” during the past 48 hours. There’s a lot more to this story… To read this update and receive our research newsletters, you must be a subscriber. If your free trial has expired, renew here. (Current members login here.) …

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