Infill Thoughts

This update offers up a mixed bag to the many good Infill Thinking members whose economic interests lie in the oilfields of Midland, Carlsbad, Kermit, and the surrounding area. Feature image taken by the Infill Thinking team on a recent trip to gather in-basin market intel for members… Login to …

Like with most sectors of the US economy in the Covid-19 world, dealmaking has gone silent in the oilfield water sector. There are three reasons that the recent lack of transactions in this oilfield niche is especially noteworthy: … Login to see the full update… To read this update and …

On Friday, WaterBridge left $10mm on the table to walk away from an E&P water system acquisition agreed to before the oil price crash that would have cost them another $215mm. What does it mean for E&P water system divestitures? Is the deal pipeline going dry? In this climate, we …

Last week, we covered the latest legal battle in the last mile logistics market with several updates. Here are the latest new developments in the case… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial …

In the wreckage of the land drilling market, there’s a clear bifurcation of fortunes. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members get Exclusive research update newsletters High-caliber, data-driven analysis …

It’s Tuesday May 12, 2020 and from our desk to yours, here is a roundup of noteworthy downturn datapoints that advance the oilfield business narrative as the bottom approaches. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If …

Yesterday we summarized the plaintiff’s arguments, which have market implications in the last mile. Today we cover the defendant’s response…. Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free trial has expired, renew here. (Current members login here.) Members …

A last mile logistics firm has asked the court system to declare a leading frac sand producer insolvent, which would nullify a big service contract. In the legal process, some interesting market data is coming to light… Login to see the full update… To read this update and receive our …

The Permian Basin rig count is down 50% from March, with little variance in the percentage decline between the Midland and Delaware Basins. But the downtrend does vary county by county… Login to see the full update… To read this update and receive our research newsletters, you must be a …

It seems like everyone from Midland to New York that cares about the oilfield market is running their own frac spread count tracker out of their quarantine quarters these days! So how about some factual inputs and validation for your own version of the latest frac action (or lack thereof)? …