It's not surprising to me that the E&P universe was so ripe for consolidation, beginning a couple of years ago. Over the past couple of years, a couple of hundred billion dollars, mostly in shale drillers, in M&A hasHe is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international ...