Tag Archives: corporate strategy

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. …

As many readers know by now, there have been rumblings about some big changes happening at the company in recent days. We have learned more about what has transpired and what to expect going forward. There’s a lot more to this story… Login to see the full update…  To read …

Supermajor capital has washed ashore to hunt short cycle returns in the Lower 48, having abandoned longer-cycle deepwater and international in the era of austerity following the 2014 oil price crash. These large companies have historically been thought of as less nimble than their smaller peers – the Independents who …

To say the Hi-Crush management team had a busy weekend might just be the understatement of the year. On Monday morning, the company dropped 3 press releases containing over 3,500 words. That’s 8 pages in Microsoft Word at 12 point font with single line spacing (yes we copy/pasted out of …

There’s a new thread over in our members-only discussion forum. In it we question whether the big Permian M&A deal this week marks the start of a push for scale. There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

On Tuesday, Forum Energy Technologies said their NAM completions business has become their largest revenue generator. Completions and production/infrastructure (C&P) segment revenues contribute 80% of the global oilfield products company’ top line. Moreover, 85% of Forum’s sales are onshore and 80% come from North America (NAM). This is a company …

There is a new oilfield service company scheduled to price a $300mm initial public equity offering on November 3. This isn’t an ordinary IPO though – it is a blank check company backed by some oilfield industry titans.   There’s a lot more to this story… Login to see the full …

We believe that our readers’ response to news can often be more compelling than the report itself, for our readership comprises some of the industry’s brightest minds, including folks who are working on (or buying from) similar initiatives in the field. See what your fellow Infill Thinkers are saying about …

Each Friday in June, we are passing the keyboard to one of our readers to share perspective from the field. This week, Ron Davis weighs on on a classic business conundrum in deepwater. The drilling contractors have, in an effort to downplay the daunting oversupply (and possibly drive down distressed …

Tuesday was a day of dichotomy for the notion of operational scale in offshore drilling. Even as one drilling contractor paid penance for scale bought long ago, two others ignited the next round of consolidation, extolling the virtues of operational scale in this disaggregated sector. Taken together, these two news items …