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 »Who’s Next? “Big 4” Frac Consolidation Puts Roll-up Pressure On Smaller Pressure Pumpers
Will industry consolidation stop with the NEX/PTEN merger? That seems unlikely to us… 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 »Merger Thursday – NexTier / Patterson-UTI Wasn’t The Only Frac M&A Headline Today…
NEX/PTEN merger wasn’t the only M&A deal making ripples in frac today…. 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 »Key Takeaways As NexTier / Patterson-UTI Combination Is Now Official
Thinking about market implications of the NEX/PTEN merger…. 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 email …
Read More »Thoughts On Rumored NexTier / Universal Combination + A Post-Deal Market Share Chart
In an Infill Thinking data update, we take a look at what’s left in the tank for 2023… 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 …
Read More »Thoughts On OFS Vendor Exposure To Monday’s Big E&P M&A Deal
When customers merge, it’s always good to know who’s been working for who…. 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 …
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 …
Read More »In Other News… A + For NWS? A Sudden Frac CEO Change, H2O Buyer Id?, Freeze Fizzles & more…
A variety of interesting shale datapoints and anecdotes popped up in our research this week that didn’t warrant a full Infill Thinking write-up but are none-the-less worthy of a mention. Here are several of them: There’s a lot more to this story… Login to see the full update… To read …
Read More »5 Shale Wildcards That Could Make 2023 Real Interesting
Next week, we’ll put our necks on the line by publishing predictions for the shale outlook in 2023. Admittedly, the outlook is a bit ho hum this year by oilfield standards. That’s not to say we won’t have some fireworks though. So to spice things up a bit before the 2023 …
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