Tag Archives: counterparty risk

Here’s what we learned from a “repeat restructuring” E&P’s latest filings… 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, …

Like many of the other filings in recent weeks, Rosehill was one of about 20 names on the Infill Thinking bankruptcy watchlist published in May 2020. Here’s a few things we learned in their filing… There’s a lot more to this story… Login to see the full update…  To read …

Another oilfield service name that was a presumptive IPO candidate just a couple years ago, is now bankrupt… 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 …

Our Friday newsletter began with these words, which bear repeating in the wake of Sunday’s news: “Rather than a long, dragged-out process, the erasure of financial obligations in the US oilfield this cycle could play out expeditiously during 2H20 and early-2021, clearing the slate for… consolidation?” Chesapeake’s bankruptcy press release …

This week’s bankruptcy filing shows pressure pumper left holding the bag on a multi-million dollar trade payable equal to 6% of their 1Q20 revenue in the latest E&P restructuring case… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… 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 …

Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. 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 …

A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… There’s a lot more to this story… Login to see the full update…  …