Browsing Tag


Water and mergers and acquisitions

This is a follow-up on my entry water post from yesterday. The thesis here is that mergers will be a big part of the landscape as companies seek economies of scale and scope or vertically integrate to deliver water to their customers. But…

The shale oil bubble

Was the shale oil capital expenditure explosion simply a bubble? What trendline does this chart follow going forward and what does it mean for price? These are some fundamental questions that need to be answered.
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