Infill Thoughts

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 …

Last Friday, the who’s who of oilfield water management gathered at the Oilfield Water Connection’s inaugural event at the Houston Petroleum Club. This executive event happened at a defining moment in oilfield wastewater management – for this sector is undergoing rapid, transactionally-driven change. From highly informative panel discussions to unrivaled …

“You might be surprised, but some of the most successful E&Ps to truly direct source final mile sand, trucking, and storage are the small to midsized E&Ps,” writes today’s guest author. Then he explains why as well as a big mistake he thinks some folks in the market are making …

WPX has talked about oilfield water assets strategy on investor conference calls times earlier this year. Their tone has progressively evolved in our view, and this week… There’s a lot more to this story… Login to see the full update…  To read this update and receive our research newsletters, you …

During our recent field trip through the basin and many conversations with a variety of local market participants, we’ve managed to piece together some general market intel on the proppant market and supply chain conditions in this basin. There’s a lot more to this story… Login to see the full …

During a drive through the Haynesville in early-June 2019, we passed by the construction site of a new frac sand plant just south of Shreveport, LA. Shortly after driving by, we talked with management to confirm some of our field observations and learn more about the project from this new …

We caught up with the management team of the only company operating two new construction local frac sand plants in the Haynesville shale for the latest scoop on their operations… There’s a lot more to this story… Login to see the full update…  To read this update and receive our …

We caught up with a sand producing management for an update on their Haynesville plant and the latest details on in-basin market trends. 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. …

With 2019 nearly halfway over, we thought it’d be a good time for a US oil production growth status check. And it doesn’t look good for the service industry, although there is a silver lining for rig owners that we see in the data… There’s a lot more to this …

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 …