We put on our detective hats to explore an unsolved mystery in the biggest frac sand deal so far this year… 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 …
Read More »Shale Consolidation Kings [Charts Of The Day]
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »So… Which Public E&Ps Are NOT Consolidating These Days? A Look At The Remnant Of Abstainers…
Insight on a less-talked about aspect of the E&P consolidation wave sweeping shale… 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 …
Read More »How Does A $1.9 Billion Dollar Sand Deal Happen?
We dig into one of the biggest frac sand stories of the year, with a look back behind the scenes at how the deal came together… There’s a lot more to this story… Login to see the full update… To read this update and receive our research newsletters, you …
Read More »Shale E&P Consolidation Is Happening 5x Faster [Chart Of The Day]
Refreshing our upstream consolidation monitor after COP/MRO, a few thing stand out… 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 …
Read More »Frac Sand & D&C Fleet Analysis For Conoco / Marathon Combination
Data-driven context for this week’s M&A deal that all sand suppliers and OFS providers should see… 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, …
Read More »E&P M&A Off To A Rip-Roaring Start In 2024 [Chart Of The Day]
Refreshing our upstream consolidation monitor after FANG/Endeavor, a few thing stand out… 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 …
Read More »Frac Customer Consolidation Shifts Into Higher Gear This Year [Chart Of The Day]
With yet another big E&P M&A headline, we refresh our M&A data 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 …
Read More »Sand M&A Headline In South Texas Leaves Us Curious….
We discuss an interesting M&A deal in the sand world… 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, please …
Read More »A Look At E&P Breakevens Given Oil Price Volatility & Talk About Inventory Preservation
We discuss how aggressively E&Ps will be as it pertains to developing their tight oil inventory in this piece… 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 …
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