Infill Thoughts

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 …

I don’t say this often, but this op-ed guest post is a must-read. It might be a wake up call for some folks. It’ll no doubt serve as confirmation for others. And while some of the piece is controversial, I suspect that more readers than not will be nodding their …

A Bloomberg news article last week cited our in-depth rig customer analysis shared to Infill Thinking members. So this week, we continue that discussion with an impromptu survey… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, …

It’s hard to believe that it’s been almost two years since we wrote the first “What Customers Say About Local Sand” piece! Anyone remember this little number? At the time of that writing, customers were starting to express their opinions on local sand for the very first time. Fast forward …

The oilfield water asset monetization trend is a more frequent topic in E&P conversations with investors these days, as analysts pepper management teams with questions about potential divestitutures in the wake of several notable recent water transactions. Here’s what some of the leaders are saying… There’s a lot more to …

In the struggle for control of Texas Pacific Land Trust, accusations are flying hot and heavy. The battle between the activist investor and incumbent trustees is not just playing out in the press any more. It’s going to court. Both sides have sued each other since our last update. Here’s …

Without further ado, here’s your customer-by-customer mid-year drilling program checkup… 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 …

Last week, our team had a chance to spend a little time in the Marcellus/Utica. In addition to gathering some general observations about the market, we visited a Sahara wellsite storage system and spent some time talking with management. Here is what we learned about the system and management’s deployment …

Earlier this week, we published some notes from the road after spending time in the Marcellus/Utica frac supply chain last week. If you read that piece, you probably remember the section on the extremely busy Pilot Express fuel station near Steubenville, OH where we saw dozens of frac sand trucks …

A contingent of the Infill Thinking team ventured into the heart of the Marcellus/Utica play last week to gather some boots on the ground intelligence. Here are some of the things we saw, heard and learned on our trip. There’s a lot more to this story… Login to see the …