Tag Archives: transactions

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 …

Now that we’ve all had a couple days to process the biggest frac industry news in quite a while, what does the M&A transaction mean for the proppant supply chain? Specifically frac sand and last mile logistics pure-play vendors? We have some strategic recommendations and actionalbe analysis on the competition …

On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …

2019 was a record year for M&A deals in oilfield water. Will 2020 be able to keep up the pace? 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 …

This chain of events may end quietly with little fanfare and that’d be great. But we’ll be keeping an eye out for additional filings here as it’s not every day we see this much action on the legal disclosure front… There’s a lot more to this story… Login to see …

We’ve seen plenty of E&P divestitures of water midstream assets to third-party water pure-plays over the past 12 months. But oilfield service firms can also benefit from… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

Most folks reading this update probably know that dealflow in the oilfield water sector is extremely hot in mid-2019. That said the magnitude of the transaction surge and cumulative deal flow described below may come as a bit of a surprise even to those that are plugged in on this …

There’s always a risk of reading too much between the lines when analyzing executive comments. But the use of the word “first” to describe an in-basin mine in a recent investor presentation could have big implications. Does it foreshadow some in-basin capacity consolidation? There’s a lot more to this story… …

In E&P, most analysts expect M&A action to be hot and heavy during the first half of 2017. There is less consensus about a wave of M&A coming in oilfield service (OFS), partly because of challenging valuations. So we put pen to paper this week and came up with the …