The power struggle for control of the 900,000 Permian acres controlled by Texas Pacific Land Trust has slowed down significantly since our last update three weeks ago. The newsflow decline was largely expected because of… There’s a lot more to this story… Login to see the full update…  To read …

We believe that new gen supply of wellsite frac sand storage systems climbed above demand for the first time in late-4Q18. Long time readers may recall this deep dive analysis from September 2018 outlining the new gen growth trajectory and coming inflection. Here’s what’s new since then… There’s a lot …

As expected and rumored in the industry, frac fleet consolidation has just begun and is likely to continue. Or is it? We discuss the implications of the Keane / C&J merger of equals announced Monday here after predicting that consolidation was coming in an update posted over this past weekend. …

On Thursday last week, Reuters reported that Patterson-UTI is exploring the divestiture of their pressure pumping business. After that, we heard from our own sources that… 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 …

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 …

We are keeping an eye on a new act that might have implications for future local frac sand capacity in Oklahoma’s SCOOP/STACK plays. 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. …

In this piece, we’ve put together a proprietary “voice of the industry” survey on electric frac fleets. We talked to contacts across the completions space about the pros, cons, adoption rates, and second order effects of utilizing electric frac fleets for this study. There’s a lot more to this story… …

In an after-hours newsletter one month ago, we warned Infill Thinking members that the buzz around electric frac fleets was poised to surge to new heights. That happened and then some! We take a look at the narrative that Wall Street has been pushing since the big dual e-fracing datapoints …

Earlier this week, we released a piece titled the The Oilfield Water Ownership Conundrum, which analyzed the business model strategies of 16 operators on their oilfield water management practices. Even as we write, there are multiple deal processes underway in the oilfield water space. One smart water contact plugged into …

Multiple last mile / wellsite storage system technologies working in the US today hail from Canadian heritage. This is an observation we’ve written about multiple times in the past (including in this analysis piece and this guest post piece). This week we came across a new Canadian systems that we …