Infill Thoughts

This E&P company is one of those operators that has been actively (and publicly) evaluating strategic alternatives for their water business for much of the year. We wrote about their thinking on the process in May 2019 and again last month. This week we got the latest on management’s thinking …

Taking a high-level look at upstream activity through the latest in rig count trends throughout the Lower-48. 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 …

Today we take a closer look at a costly misstep in the O&G industry’s effort to figure out oilfield water handling solutions as water midstream rapidly evolves… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

In this update, we’ve carefully curated eight notable frac sand market datapoints, most of which came to light in the past seven days. These are mostly skimmed from… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your …

For the first time since the disruptive local sand shift began back in 2017, the total workforce employed by the US local frac sand mining industry has… Login to see the full update… To read this update and receive our research newsletters, you must be a member. If your free …

Since your inbox is probably flooded with press releases and sell-side notes this week, we are zooming out to highlight these key points in oilfield water from a busy earnings week… Login to see the full update… To read this update and receive our research newsletters, you must be a …

2020 E&P capex budget announcement season is still a couple months out on the horizon, but planning is well underway for most operators at this point. Here’s some analysis and clues about where it might go…. Login to see the full update… To read this update and receive our research …

In a data-driven update earlier this week, we noted that local sand capacity growth has stalled most everywhere with a couple exceptions. And a couple days later, here we are adding another mine in one of those exception basins! Login to see the full update… To read this update and …

In past updates, we’ve shared a look at the local sand boom by “mine announced” date. Today, we are slicing and dicing the data a slightly different way to provide a look at how capacity has come online in this chart of the day update. Local sand capacity has entered …

Oilfield water continues to make for fertile soil producing a bumper crop of M&A deals. This week, a potential deal we’ve been listening for since May was announced. Separately, another E&P operator… Login to see the full update… To read this update and receive our research newsletters, you must be …